Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.83%
3 year
9.92%
5 year
5.13%
10 year
6.56%
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.)
4.02%
Sharpe
2.22
Sortino
6.70
Max drawdown
-13.98%
Best month
6.01%
Worst month
-12.08%
Beta vs VBTLX
0.50
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.