Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.05%
3 year
3.61%
5 year
0.80%
10 year
1.96%
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
57 months through Feb. 28, 2026Volatility (ann.)
5.64%
Sharpe
0.88
Sortino
1.39
Max drawdown
-17.91%
Best month
3.68%
Worst month
-3.76%
Beta vs VBTLX
0.88
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.