Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.63%
3 year
5.62%
5 year
3.34%
10 year
3.59%
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.)
1.12%
Sharpe
4.50
Sortino
27.97
Max drawdown
-5.95%
Best month
3.70%
Worst month
-5.95%
Beta vs VBTLX
0.08
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.