Average annual returns
Through 20251 year
12.29%
3 year
9.84%
5 year
2.44%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
68 months through Feb. 28, 2026Volatility (ann.)
5.57%
Sharpe
1.83
Sortino
4.16
Max drawdown
-17.77%
Best month
7.24%
Worst month
-6.19%
Beta vs VBTLX
-0.15
Correlation
-0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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