Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.83%
3 year
4.17%
5 year
1.04%
10 year
2.99%
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
78 months through Feb. 28, 2026Volatility (ann.)
4.38%
Sharpe
1.04
Sortino
1.95
Max drawdown
-13.58%
Best month
4.32%
Worst month
-6.55%
Beta vs VBTLX
0.75
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.