Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.32%
3 year
7.97%
5 year
0.40%
10 year
2.91%
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.)
8.68%
Sharpe
1.11
Sortino
1.85
Max drawdown
-13.28%
Best month
6.65%
Worst month
-5.87%
Beta vs VBTLX
1.20
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.