Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.35%
3 year
6.08%
5 year
2.68%
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
63 months through Feb. 28, 2026Volatility (ann.)
1.56%
Sharpe
3.90
Sortino
17.44
Max drawdown
-6.94%
Best month
1.50%
Worst month
-1.57%
Beta vs VBTLX
0.25
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.