Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.16%
3 year
4.63%
5 year
-2.01%
10 year
1.64%
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.)
6.66%
Sharpe
0.81
Sortino
1.42
Max drawdown
-25.61%
Best month
6.04%
Worst month
-6.09%
Beta vs VBTLX
1.12
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.