Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.69%
3 year
4.65%
5 year
-0.32%
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.)
3.96%
Sharpe
1.20
Sortino
2.29
Max drawdown
-15.93%
Best month
3.32%
Worst month
-3.52%
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.