Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.30%
3 year
12.38%
5 year
9.40%
10 year
11.73%
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
72 months through Feb. 28, 2026Volatility (ann.)
7.31%
Sharpe
1.47
Sortino
2.80
Max drawdown
-16.90%
Best month
11.16%
Worst month
-11.85%
Beta vs VBTLX
0.57
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.