Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.12%
3 year
—
5 year
—
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
36 months through Feb. 28, 2026Volatility (ann.)
1.58%
Sharpe
2.66
Sortino
6.79
Max drawdown
-0.89%
Best month
1.17%
Worst month
-0.62%
Beta vs VBTLX
0.21
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.