Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.50%
3 year
5.13%
5 year
2.19%
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
65 months through Feb. 28, 2026Volatility (ann.)
1.57%
Sharpe
3.38
Sortino
13.24
Max drawdown
-5.47%
Best month
1.27%
Worst month
-1.39%
Beta vs VBTLX
0.25
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.