Average annual returns
Through 20251 year
1.82%
3 year
9.39%
5 year
4.54%
10 year
6.07%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
4.27%
Sharpe
1.81
Sortino
3.84
Max drawdown
-14.17%
Best month
6.00%
Worst month
-14.17%
Beta vs VBTLX
0.41
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.