Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.21%
3 year
5.16%
5 year
1.91%
10 year
2.12%
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.)
1.58%
Sharpe
3.26
Sortino
11.52
Max drawdown
-7.64%
Best month
2.14%
Worst month
-4.78%
Beta vs VBTLX
0.23
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.