Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.32%
3 year
4.96%
5 year
2.23%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
2.27%
Sharpe
2.10
Sortino
4.06
Max drawdown
-8.95%
Best month
2.71%
Worst month
-4.61%
Beta vs VBTLX
0.25
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.