Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.07%
3 year
4.87%
5 year
1.82%
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.)
1.46%
Sharpe
3.42
Sortino
13.42
Max drawdown
-6.71%
Best month
1.88%
Worst month
-2.77%
Beta vs VBTLX
0.23
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.