Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.36%
3 year
9.64%
5 year
4.20%
10 year
5.92%
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
60 months through Feb. 28, 2026Volatility (ann.)
4.53%
Sharpe
1.98
Sortino
5.23
Max drawdown
-14.73%
Best month
6.24%
Worst month
-6.54%
Beta vs VBTLX
0.65
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.