Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.97%
3 year
5.39%
5 year
4.47%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
0.46%
Sharpe
11.32
Sortino
Max drawdown
-1.56%
Best month
1.23%
Worst month
-1.56%
Beta vs VBTLX
0.06
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.