Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.56%
3 year
6.18%
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
2021 onward derived from N-PORT monthly returnsRisk statistics
63 months through Feb. 28, 2026Volatility (ann.)
1.57%
Sharpe
3.92
Sortino
18.76
Max drawdown
-6.84%
Best month
1.51%
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.