Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.22%
3 year
4.54%
5 year
5.05%
10 year
2.06%
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.)
5.95%
Sharpe
0.65
Sortino
1.14
Max drawdown
-10.91%
Best month
4.23%
Worst month
-4.46%
Beta vs VBTLX
-0.70
Correlation
-0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.