Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.61%
3 year
10.56%
5 year
6.76%
10 year
2.67%
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.)
6.29%
Sharpe
1.74
Sortino
3.96
Max drawdown
-9.30%
Best month
4.41%
Worst month
-3.85%
Beta vs VBTLX
0.34
Correlation
0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.