Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.73%
3 year
5.32%
5 year
3.21%
10 year
2.53%
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.)
0.43%
Sharpe
12.06
Sortino
Max drawdown
-1.14%
Best month
1.14%
Worst month
-1.14%
Beta vs VBTLX
0.05
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.