Average annual returns
Through 20251 year
22.03%
3 year
14.09%
5 year
2.82%
10 year
11.51%
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.)
10.46%
Sharpe
1.54
Sortino
3.31
Max drawdown
-30.16%
Best month
13.00%
Worst month
-11.11%
Beta vs VBTLX
0.92
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.