Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.12%
3 year
12.91%
5 year
2.42%
10 year
4.94%
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.)
6.33%
Sharpe
2.08
Sortino
5.43
Max drawdown
-19.40%
Best month
10.01%
Worst month
-8.52%
Beta vs VBTLX
0.86
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.