Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.37%
3 year
7.54%
5 year
1.06%
10 year
3.69%
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.)
4.01%
Sharpe
1.88
Sortino
5.27
Max drawdown
-17.86%
Best month
4.83%
Worst month
-9.25%
Beta vs VBTLX
0.62
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.