Average annual returns
Through 20251 year
2.34%
3 year
9.82%
5 year
5.08%
10 year
—
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.)
4.35%
Sharpe
1.95
Sortino
4.27
Max drawdown
-13.13%
Best month
5.62%
Worst month
-12.70%
Beta vs VBTLX
0.41
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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