Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.33%
3 year
9.40%
5 year
6.23%
10 year
5.79%
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.)
3.74%
Sharpe
2.26
Sortino
6.94
Max drawdown
-13.59%
Best month
4.96%
Worst month
-11.62%
Beta vs VBTLX
0.13
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.