Average annual returns
Through 20251 year
7.12%
3 year
5.70%
5 year
1.04%
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
72 months through Feb. 28, 2026Volatility (ann.)
3.75%
Sharpe
1.60
Sortino
3.54
Max drawdown
-13.57%
Best month
4.64%
Worst month
-7.01%
Beta vs VBTLX
0.66
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.