Average annual returns
Through 20251 year
18.01%
3 year
14.18%
5 year
6.64%
10 year
11.05%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
15.21%
Sharpe
-1.86
Sortino
-1.73
Max drawdown
-96.56%
Best month
6.97%
Worst month
-14.47%
Beta vs VBTLX
0.86
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.