Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.55%
3 year
9.54%
5 year
3.93%
10 year
5.51%
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.)
4.46%
Sharpe
2.00
Sortino
5.49
Max drawdown
-14.87%
Best month
6.79%
Worst month
-10.06%
Beta vs VBTLX
0.65
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.