Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.32%
3 year
9.12%
5 year
3.61%
10 year
5.12%
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.)
4.46%
Sharpe
1.86
Sortino
4.49
Max drawdown
-15.43%
Best month
5.41%
Worst month
-10.92%
Beta vs VBTLX
0.57
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.