Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.98%
3 year
7.26%
5 year
2.56%
10 year
2.73%
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.)
5.28%
Sharpe
1.51
Sortino
2.80
Max drawdown
-13.89%
Best month
4.38%
Worst month
-6.49%
Beta vs VBTLX
0.60
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.