Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.09%
3 year
1.68%
5 year
8.11%
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
71 months through Feb. 28, 2026Volatility (ann.)
7.33%
Sharpe
0.19
Sortino
0.32
Max drawdown
-8.84%
Best month
8.89%
Worst month
-3.32%
Beta vs VBTLX
-0.37
Correlation
-0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.