Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.23%
3 year
3.88%
5 year
-0.05%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
4.57%
Sharpe
1.11
Sortino
1.98
Max drawdown
-12.58%
Best month
2.97%
Worst month
-2.97%
Beta vs VBTLX
-0.08
Correlation
-0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.