Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.61%
3 year
5.27%
5 year
-0.06%
10 year
1.89%
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.)
5.25%
Sharpe
1.03
Sortino
2.01
Max drawdown
-17.78%
Best month
4.38%
Worst month
-5.57%
Beta vs VBTLX
0.93
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.