Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.13%
3 year
4.86%
5 year
3.02%
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.)
2.29%
Sharpe
2.24
Sortino
6.23
Max drawdown
-5.75%
Best month
2.05%
Worst month
-3.52%
Beta vs VBTLX
0.32
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.