Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.52%
3 year
5.22%
5 year
2.23%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
1.56%
Sharpe
3.42
Sortino
11.92
Max drawdown
-5.49%
Best month
1.55%
Worst month
-1.54%
Beta vs VBTLX
0.25
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.