Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.30%
3 year
8.30%
5 year
3.59%
10 year
4.77%
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.)
3.89%
Sharpe
2.04
Sortino
5.34
Max drawdown
-16.02%
Best month
5.75%
Worst month
-13.90%
Beta vs VBTLX
0.54
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.