Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.79%
3 year
6.97%
5 year
1.99%
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.)
5.20%
Sharpe
1.20
Sortino
1.82
Max drawdown
-14.87%
Best month
7.04%
Worst month
-12.30%
Beta vs VBTLX
0.36
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.