Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.77%
3 year
5.98%
5 year
2.25%
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.)
2.39%
Sharpe
2.59
Sortino
7.58
Max drawdown
-8.58%
Best month
2.90%
Worst month
-3.99%
Beta vs VBTLX
0.41
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.