Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.45%
3 year
7.49%
5 year
4.03%
10 year
4.79%
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.)
9.27%
Sharpe
0.80
Sortino
1.39
Max drawdown
-14.17%
Best month
7.96%
Worst month
-12.49%
Beta vs VBTLX
1.57
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.