Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.11%
3 year
10.24%
5 year
6.16%
10 year
6.96%
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.)
3.93%
Sharpe
2.50
Sortino
7.86
Max drawdown
-19.50%
Best month
7.53%
Worst month
-17.29%
Beta vs VBTLX
0.56
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.