Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.94%
3 year
5.69%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
61 months through Feb. 28, 2026Volatility (ann.)
1.57%
Sharpe
3.73
Sortino
16.17
Max drawdown
-5.94%
Best month
1.46%
Worst month
-1.52%
Beta vs VBTLX
0.24
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.