Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.68%
3 year
10.71%
5 year
1.37%
10 year
3.86%
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.)
6.50%
Sharpe
1.73
Sortino
3.78
Max drawdown
-28.66%
Best month
9.02%
Worst month
-17.05%
Beta vs VBTLX
0.93
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.