Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.97%
3 year
5.81%
5 year
2.87%
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.)
1.60%
Sharpe
3.65
Sortino
16.15
Max drawdown
-5.89%
Best month
1.70%
Worst month
-3.64%
Beta vs VBTLX
0.26
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.