Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.94%
3 year
5.22%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
1.95%
Sharpe
2.76
Sortino
9.74
Max drawdown
-12.12%
Best month
5.01%
Worst month
-6.11%
Beta vs VBTLX
0.30
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.