Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
6.40%
5 year
0.11%
10 year
3.21%
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.)
5.96%
Sharpe
1.10
Sortino
2.17
Max drawdown
-20.04%
Best month
5.66%
Worst month
-7.57%
Beta vs VBTLX
1.06
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.