Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.66%
3 year
5.83%
5 year
2.08%
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
68 months through Feb. 28, 2026Volatility (ann.)
2.36%
Sharpe
2.57
Sortino
7.44
Max drawdown
-8.69%
Best month
2.28%
Worst month
-2.17%
Beta vs VBTLX
0.41
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.