Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.82%
3 year
5.46%
5 year
-0.29%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
4.73%
Sharpe
1.30
Sortino
2.59
Max drawdown
-18.50%
Best month
4.25%
Worst month
-7.76%
Beta vs VBTLX
0.78
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.