Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.58%
3 year
-1.21%
5 year
2.73%
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.)
7.44%
Sharpe
0.05
Sortino
0.06
Max drawdown
-15.50%
Best month
5.87%
Worst month
-4.85%
Beta vs VBTLX
-0.60
Correlation
-0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.