Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.60%
3 year
9.57%
5 year
4.22%
10 year
5.81%
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.)
4.40%
Sharpe
1.99
Sortino
5.69
Max drawdown
-15.17%
Best month
6.12%
Worst month
-11.85%
Beta vs VBTLX
0.60
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.