Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.22%
3 year
6.07%
5 year
3.89%
10 year
2.98%
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.)
1.46%
Sharpe
3.91
Sortino
16.55
Max drawdown
-3.32%
Best month
1.59%
Worst month
-2.94%
Beta vs VBTLX
0.05
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.