Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.28%
3 year
4.62%
5 year
—
10 year
—
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
40 months through Feb. 28, 2026Volatility (ann.)
0.67%
Sharpe
6.89
Sortino
268.31
Max drawdown
-0.03%
Best month
0.76%
Worst month
-0.03%
Beta vs VBTLX
0.08
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.