Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
2.02%
5 year
-5.60%
10 year
-0.10%
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.)
11.46%
Sharpe
0.24
Sortino
0.38
Max drawdown
-40.22%
Best month
7.82%
Worst month
-7.70%
Beta vs VBTLX
2.03
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.