Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.68%
3 year
5.27%
5 year
2.13%
10 year
2.37%
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
78 months through Feb. 28, 2026Volatility (ann.)
1.59%
Sharpe
3.35
Sortino
13.13
Max drawdown
-6.44%
Best month
1.91%
Worst month
-2.75%
Beta vs VBTLX
0.24
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.