Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.96%
3 year
5.39%
5 year
3.26%
10 year
2.56%
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.)
0.42%
Sharpe
12.73
Sortino
Max drawdown
-1.13%
Best month
1.16%
Worst month
-1.13%
Beta vs VBTLX
0.05
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.