Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.82%
3 year
5.40%
5 year
2.25%
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.)
1.54%
Sharpe
3.56
Sortino
11.59
Max drawdown
-6.19%
Best month
1.92%
Worst month
-2.74%
Beta vs VBTLX
0.24
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.