Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.27%
3 year
11.53%
5 year
2.43%
10 year
4.79%
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.)
7.23%
Sharpe
1.87
Sortino
3.84
Max drawdown
-24.30%
Best month
7.61%
Worst month
-14.66%
Beta vs VBTLX
-0.19
Correlation
-0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.