Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.17%
3 year
4.69%
5 year
3.02%
10 year
2.97%
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.)
2.31%
Sharpe
2.32
Sortino
6.84
Max drawdown
-5.56%
Best month
2.12%
Worst month
-3.40%
Beta vs VBTLX
-0.10
Correlation
-0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.