Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.86%
3 year
4.59%
5 year
2.76%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
2.27%
Sharpe
2.14
Sortino
5.71
Max drawdown
-5.86%
Best month
2.05%
Worst month
-3.50%
Beta vs VBTLX
0.31
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.