Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.84%
3 year
10.37%
5 year
6.92%
10 year
6.27%
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.)
3.65%
Sharpe
2.49
Sortino
7.54
Max drawdown
-14.05%
Best month
5.36%
Worst month
-10.26%
Beta vs VBTLX
0.05
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.