Average annual returns
Through 20251 year
5.64%
3 year
4.28%
5 year
0.95%
10 year
1.46%
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.)
2.58%
Sharpe
1.81
Sortino
4.06
Max drawdown
-8.88%
Best month
2.10%
Worst month
-2.08%
Beta vs VBTLX
0.42
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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