Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.62%
3 year
9.56%
5 year
1.44%
10 year
4.09%
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.)
6.06%
Sharpe
1.65
Sortino
3.72
Max drawdown
-24.96%
Best month
8.02%
Worst month
-14.94%
Beta vs VBTLX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.