Average annual returns
Through 20251 year
7.07%
3 year
—
5 year
—
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
26 months through Feb. 28, 2026Volatility (ann.)
3.90%
Sharpe
1.36
Sortino
2.34
Max drawdown
-2.26%
Best month
2.11%
Worst month
-2.23%
Beta vs VBTLX
0.86
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.