Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.25%
3 year
9.98%
5 year
3.97%
10 year
6.02%
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.)
4.40%
Sharpe
2.09
Sortino
5.58
Max drawdown
-16.34%
Best month
4.93%
Worst month
-13.05%
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.