Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.82%
3 year
8.84%
5 year
5.21%
10 year
4.71%
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.)
2.98%
Sharpe
2.67
Sortino
8.23
Max drawdown
-14.99%
Best month
5.01%
Worst month
-11.61%
Beta vs VBTLX
-0.06
Correlation
-0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.