Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.54%
3 year
10.65%
5 year
1.31%
10 year
3.75%
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.)
6.46%
Sharpe
1.72
Sortino
3.72
Max drawdown
-28.78%
Best month
8.93%
Worst month
-17.02%
Beta vs VBTLX
0.92
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.