Average annual returns
Through 20251 year
7.40%
3 year
8.74%
5 year
3.32%
10 year
5.37%
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.)
4.53%
Sharpe
1.90
Sortino
4.70
Max drawdown
-16.81%
Best month
5.37%
Worst month
-15.25%
Beta vs VBTLX
0.64
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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