Average annual returns
Through 20251 year
7.98%
3 year
8.81%
5 year
4.79%
10 year
4.43%
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.)
2.79%
Sharpe
3.02
Sortino
8.49
Max drawdown
-10.20%
Best month
2.56%
Worst month
-10.20%
Beta vs VBTLX
0.25
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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