Average annual returns
Through 20251 year
6.88%
3 year
4.60%
5 year
0.71%
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.)
3.26%
Sharpe
1.50
Sortino
3.22
Max drawdown
-12.17%
Best month
2.72%
Worst month
-5.75%
Beta vs VBTLX
0.55
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.