Average annual returns
Through 20251 year
17.06%
3 year
12.49%
5 year
2.90%
10 year
4.43%
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.)
6.40%
Sharpe
2.07
Sortino
5.08
Max drawdown
-25.13%
Best month
6.84%
Worst month
-14.84%
Beta vs VBTLX
0.85
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.