Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.31%
3 year
5.28%
5 year
0.27%
10 year
2.37%
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.)
3.99%
Sharpe
1.35
Sortino
2.64
Max drawdown
-15.03%
Best month
3.36%
Worst month
-3.37%
Beta vs VBTLX
0.70
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.