Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.47%
3 year
-0.46%
5 year
3.52%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
7.41%
Sharpe
0.15
Sortino
0.20
Max drawdown
-13.80%
Best month
6.04%
Worst month
-4.74%
Beta vs VBTLX
-0.59
Correlation
-0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.