Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.80%
3 year
8.68%
5 year
5.11%
10 year
5.47%
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.)
3.43%
Sharpe
2.44
Sortino
7.56
Max drawdown
-11.86%
Best month
4.19%
Worst month
-10.64%
Beta vs VBTLX
0.50
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.