Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.51%
3 year
5.15%
5 year
-0.58%
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.)
4.74%
Sharpe
1.23
Sortino
2.40
Max drawdown
-18.90%
Best month
4.24%
Worst month
-7.77%
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.