Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.72%
3 year
9.60%
5 year
1.57%
10 year
3.54%
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.)
7.78%
Sharpe
1.34
Sortino
2.46
Max drawdown
-23.75%
Best month
6.15%
Worst month
-10.77%
Beta vs VBTLX
1.02
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.