Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.51%
3 year
5.20%
5 year
1.71%
10 year
—
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
65 months through Feb. 28, 2026Volatility (ann.)
2.06%
Sharpe
2.66
Sortino
7.28
Max drawdown
-8.03%
Best month
1.70%
Worst month
-1.88%
Beta vs VBTLX
0.35
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.