Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.33%
3 year
4.57%
5 year
2.66%
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
64 months through Feb. 28, 2026Volatility (ann.)
2.27%
Sharpe
2.14
Sortino
5.43
Max drawdown
-6.32%
Best month
1.75%
Worst month
-3.51%
Beta vs VBTLX
0.31
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.