Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.13%
3 year
5.95%
5 year
3.43%
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.)
1.78%
Sharpe
3.37
Sortino
11.59
Max drawdown
-1.87%
Best month
1.59%
Worst month
-1.54%
Beta vs VBTLX
0.29
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.