Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.11%
3 year
4.46%
5 year
1.71%
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
78 months through Feb. 28, 2026Volatility (ann.)
1.74%
Sharpe
2.72
Sortino
7.67
Max drawdown
-5.32%
Best month
1.62%
Worst month
-1.43%
Beta vs VBTLX
0.26
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.