Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.36%
3 year
6.04%
5 year
—
10 year
—
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
54 months through Feb. 28, 2026Volatility (ann.)
0.53%
Sharpe
11.17
Sortino
Max drawdown
-1.76%
Best month
0.84%
Worst month
-0.50%
Beta vs VBTLX
0.06
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.