Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.22%
3 year
13.44%
5 year
8.93%
10 year
7.31%
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
26 months through Feb. 28, 2026Volatility (ann.)
5.15%
Sharpe
2.46
Sortino
4.78
Max drawdown
-4.51%
Best month
3.50%
Worst month
-2.83%
Beta vs VBTLX
0.43
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.