Average annual returns
Through 20251 year
7.55%
3 year
0.78%
5 year
—
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
43 months through Feb. 28, 2026Volatility (ann.)
7.34%
Sharpe
0.32
Sortino
0.51
Max drawdown
-14.04%
Best month
6.47%
Worst month
-7.18%
Beta vs VBTLX
-0.12
Correlation
-0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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