Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.47%
3 year
5.17%
5 year
2.16%
10 year
2.25%
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.)
1.52%
Sharpe
3.47
Sortino
12.47
Max drawdown
-5.67%
Best month
1.54%
Worst month
-1.55%
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.