Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
4.45%
5 year
0.90%
10 year
—
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
65 months through Feb. 28, 2026Volatility (ann.)
3.38%
Sharpe
1.45
Sortino
2.98
Max drawdown
-9.86%
Best month
2.44%
Worst month
-2.64%
Beta vs VBTLX
0.59
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.