Average annual returns
Through 20251 year
5.09%
3 year
5.31%
5 year
2.94%
10 year
2.33%
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.)
0.88%
Sharpe
6.01
Sortino
105.60
Max drawdown
-2.36%
Best month
0.99%
Worst month
-0.72%
Beta vs VBTLX
0.13
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.