Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.27%
3 year
5.34%
5 year
-3.01%
10 year
—
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.)
11.54%
Sharpe
0.49
Sortino
0.86
Max drawdown
-31.69%
Best month
10.87%
Worst month
-9.96%
Beta vs VBTLX
1.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.