Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.38%
3 year
-0.38%
5 year
-8.34%
10 year
-0.47%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
13.96%
Sharpe
0.02
Sortino
0.03
Max drawdown
-47.72%
Best month
9.92%
Worst month
-9.51%
Beta vs VBTLX
2.43
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.