Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.29%
3 year
-8.01%
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.)
2.41%
Sharpe
-2.94
Sortino
-2.29
Max drawdown
-32.77%
Best month
0.52%
Worst month
-1.73%
Beta vs VBTLX
0.06
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.