Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.52%
3 year
9.74%
5 year
5.19%
10 year
4.96%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
4.03%
Sharpe
2.25
Sortino
6.74
Max drawdown
-13.46%
Best month
5.91%
Worst month
-12.28%
Beta vs VBTLX
0.56
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.