Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.32%
3 year
17.72%
5 year
6.15%
10 year
7.12%
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.)
6.77%
Sharpe
2.82
Sortino
9.68
Max drawdown
-26.74%
Best month
8.53%
Worst month
-15.23%
Beta vs VBTLX
0.75
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.