Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.99%
3 year
6.47%
5 year
2.80%
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
78 months through Feb. 28, 2026Volatility (ann.)
3.27%
Sharpe
2.00
Sortino
4.77
Max drawdown
-8.12%
Best month
3.06%
Worst month
-5.74%
Beta vs VBTLX
0.57
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.