Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.80%
3 year
8.69%
5 year
2.93%
10 year
5.02%
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
48 months through Feb. 28, 2026Volatility (ann.)
3.94%
Sharpe
2.24
Sortino
6.23
Max drawdown
-13.58%
Best month
8.82%
Worst month
-5.03%
Beta vs VBTLX
0.56
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.