Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.44%
3 year
4.82%
5 year
3.07%
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
72 months through Feb. 28, 2026Volatility (ann.)
2.27%
Sharpe
2.26
Sortino
5.94
Max drawdown
-6.07%
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.