Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.20%
3 year
4.78%
5 year
-0.98%
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.)
4.80%
Sharpe
1.13
Sortino
2.16
Max drawdown
-19.55%
Best month
4.25%
Worst month
-7.81%
Beta vs VBTLX
0.79
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.