Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.33%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
36 months through Feb. 28, 2026Volatility (ann.)
13.67%
Sharpe
-0.04
Sortino
-0.07
Max drawdown
-19.96%
Best month
9.90%
Worst month
-7.95%
Beta vs VBTLX
2.31
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.