Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.30%
3 year
-4.57%
5 year
-8.54%
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.)
2.23%
Sharpe
-1.70
Sortino
-1.65
Max drawdown
-45.77%
Best month
0.86%
Worst month
-2.62%
Beta vs VBTLX
0.25
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.