Average annual returns
Through 20251 year
6.69%
3 year
5.10%
5 year
0.74%
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
78 months through Feb. 28, 2026Volatility (ann.)
4.63%
Sharpe
1.21
Sortino
2.43
Max drawdown
-13.14%
Best month
4.05%
Worst month
-3.09%
Beta vs VBTLX
0.82
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.