Average annual returns
Through 20251 year
6.84%
3 year
5.30%
5 year
2.23%
10 year
3.52%
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.)
4.06%
Sharpe
1.40
Sortino
2.91
Max drawdown
-8.12%
Best month
4.22%
Worst month
-6.30%
Beta vs VBTLX
0.72
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.