Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.62%
3 year
6.41%
5 year
2.86%
10 year
4.57%
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.)
4.07%
Sharpe
1.63
Sortino
3.77
Max drawdown
-9.74%
Best month
3.98%
Worst month
-6.29%
Beta vs VBTLX
0.68
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.