Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.23%
3 year
9.87%
5 year
5.29%
10 year
6.85%
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.)
3.86%
Sharpe
2.46
Sortino
6.90
Max drawdown
-14.38%
Best month
4.95%
Worst month
-14.38%
Beta vs VBTLX
-0.10
Correlation
-0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.