Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.87%
3 year
9.94%
5 year
3.43%
10 year
5.89%
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.)
4.58%
Sharpe
1.90
Sortino
4.41
Max drawdown
-17.70%
Best month
6.83%
Worst month
-13.16%
Beta vs VBTLX
0.52
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.