Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.55%
3 year
-4.64%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
46 months through Feb. 28, 2026Volatility (ann.)
1.59%
Sharpe
-2.54
Sortino
-2.15
Max drawdown
-22.02%
Best month
0.44%
Worst month
-1.39%
Beta vs VBTLX
0.06
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.