Average annual returns
Through 20251 year
8.57%
3 year
9.44%
5 year
3.91%
10 year
5.62%
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.)
4.37%
Sharpe
2.06
Sortino
5.14
Max drawdown
-11.99%
Best month
5.43%
Worst month
-11.52%
Beta vs VBTLX
-0.16
Correlation
-0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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