Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.82%
3 year
4.00%
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
43 months through Feb. 28, 2026Volatility (ann.)
1.80%
Sharpe
2.40
Sortino
6.01
Max drawdown
-1.55%
Best month
1.66%
Worst month
-1.12%
Beta vs VBTLX
0.26
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.