Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.35%
3 year
6.26%
5 year
2.71%
10 year
4.41%
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.)
4.10%
Sharpe
1.58
Sortino
3.54
Max drawdown
-9.90%
Best month
3.97%
Worst month
-6.31%
Beta vs VBTLX
0.69
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.