Average annual returns
Through 20251 year
7.09%
3 year
3.53%
5 year
0.41%
10 year
2.97%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
4.48%
Sharpe
0.89
Sortino
1.59
Max drawdown
-14.40%
Best month
4.78%
Worst month
-7.59%
Beta vs VBTLX
0.74
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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