Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.70%
3 year
5.91%
5 year
2.03%
10 year
2.65%
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.)
2.27%
Sharpe
2.68
Sortino
7.82
Max drawdown
-8.54%
Best month
2.54%
Worst month
-3.26%
Beta vs VBTLX
0.39
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.