Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.04%
3 year
4.76%
5 year
1.86%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
1.59%
Sharpe
3.00
Sortino
10.71
Max drawdown
-6.78%
Best month
1.62%
Worst month
-3.72%
Beta vs VBTLX
0.26
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.