Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.31%
3 year
4.29%
5 year
1.71%
10 year
2.63%
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.)
2.49%
Sharpe
1.81
Sortino
4.03
Max drawdown
-6.79%
Best month
2.41%
Worst month
-4.50%
Beta vs VBTLX
0.41
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.