Average annual returns
Through 20251 year
7.01%
3 year
5.33%
5 year
4.16%
10 year
3.64%
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.)
2.19%
Sharpe
2.38
Sortino
6.65
Max drawdown
-14.80%
Best month
5.35%
Worst month
-12.87%
Beta vs VBTLX
0.29
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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