Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.41%
3 year
4.67%
5 year
2.75%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
64 months through Feb. 28, 2026Volatility (ann.)
2.27%
Sharpe
2.18
Sortino
5.60
Max drawdown
-6.32%
Best month
1.74%
Worst month
-3.60%
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.