Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.88%
3 year
4.32%
5 year
2.59%
10 year
2.69%
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.)
2.30%
Sharpe
2.00
Sortino
4.52
Max drawdown
-6.45%
Best month
1.70%
Worst month
-3.52%
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.