Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.16%
3 year
2.59%
5 year
-1.00%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
5.01%
Sharpe
0.58
Sortino
0.96
Max drawdown
-14.27%
Best month
3.25%
Worst month
-2.49%
Beta vs VBTLX
-0.12
Correlation
-0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.