Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.93%
3 year
6.15%
5 year
2.33%
10 year
2.83%
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.)
2.32%
Sharpe
2.72
Sortino
8.25
Max drawdown
-8.66%
Best month
2.96%
Worst month
-3.93%
Beta vs VBTLX
0.40
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.