Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.58%
3 year
7.44%
5 year
0.95%
10 year
3.41%
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.)
5.95%
Sharpe
1.28
Sortino
2.62
Max drawdown
-19.09%
Best month
5.72%
Worst month
-7.87%
Beta vs VBTLX
1.06
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.