Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.86%
3 year
8.21%
5 year
1.93%
10 year
4.62%
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.)
3.71%
Sharpe
2.25
Sortino
6.38
Max drawdown
-20.19%
Best month
5.59%
Worst month
-12.13%
Beta vs VBTLX
0.57
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.