Average annual returns
Through 20251 year
18.38%
3 year
14.53%
5 year
6.96%
10 year
11.38%
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.)
10.48%
Sharpe
1.48
Sortino
2.95
Max drawdown
-20.95%
Best month
13.52%
Worst month
-9.25%
Beta vs VBTLX
0.85
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.