Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.72%
3 year
5.88%
5 year
2.12%
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
78 months through Feb. 28, 2026Volatility (ann.)
2.37%
Sharpe
2.57
Sortino
7.43
Max drawdown
-8.82%
Best month
2.74%
Worst month
-3.59%
Beta vs VBTLX
0.41
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.