Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.61%
3 year
8.10%
5 year
4.10%
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.)
2.21%
Sharpe
3.45
Sortino
14.15
Max drawdown
-13.61%
Best month
5.19%
Worst month
-11.43%
Beta vs VBTLX
0.28
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.