Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.71%
3 year
4.91%
5 year
0.77%
10 year
2.10%
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.)
3.51%
Sharpe
1.50
Sortino
3.14
Max drawdown
-11.60%
Best month
2.66%
Worst month
-2.69%
Beta vs VBTLX
0.61
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.