Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.46%
3 year
6.70%
5 year
4.26%
10 year
4.04%
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.)
1.77%
Sharpe
3.64
Sortino
15.70
Max drawdown
-1.24%
Best month
1.81%
Worst month
-1.20%
Beta vs VBTLX
0.24
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.