Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.20%
3 year
5.02%
5 year
2.10%
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.)
1.55%
Sharpe
3.30
Sortino
11.01
Max drawdown
-5.84%
Best month
1.91%
Worst month
-4.11%
Beta vs VBTLX
0.24
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.