Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.27%
3 year
9.68%
5 year
4.54%
10 year
5.53%
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.)
4.75%
Sharpe
1.73
Sortino
3.02
Max drawdown
-16.08%
Best month
8.46%
Worst month
-13.92%
Beta vs VBTLX
0.32
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.