Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.55%
3 year
8.98%
5 year
3.34%
10 year
5.00%
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.)
3.80%
Sharpe
2.21
Sortino
6.09
Max drawdown
-3.79%
Best month
3.78%
Worst month
-3.68%
Beta vs VBTLX
0.50
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.