Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.10%
3 year
6.68%
5 year
0.12%
10 year
3.56%
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.)
6.22%
Sharpe
1.07
Sortino
2.08
Max drawdown
-20.76%
Best month
5.93%
Worst month
-8.26%
Beta vs VBTLX
1.09
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.