Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.10%
3 year
4.53%
5 year
2.79%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
2.28%
Sharpe
2.11
Sortino
5.16
Max drawdown
-6.42%
Best month
1.74%
Worst month
-3.69%
Beta vs VBTLX
0.32
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.