Average annual returns
Through 20251 year
8.91%
3 year
9.87%
5 year
4.52%
10 year
6.45%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
34 months through Feb. 28, 2026Volatility (ann.)
4.48%
Sharpe
2.09
Sortino
6.03
Max drawdown
-2.59%
Best month
4.84%
Worst month
-1.41%
Beta vs VBTLX
0.65
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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