Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.99%
3 year
9.81%
5 year
4.47%
10 year
6.46%
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.)
4.47%
Sharpe
2.13
Sortino
5.82
Max drawdown
-14.72%
Best month
5.25%
Worst month
-12.69%
Beta vs VBTLX
0.66
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.