Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.71%
3 year
5.75%
5 year
2.71%
10 year
2.74%
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.)
1.56%
Sharpe
3.76
Sortino
16.98
Max drawdown
-5.10%
Best month
2.13%
Worst month
-2.74%
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.