Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.00%
3 year
3.87%
5 year
1.32%
10 year
—
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.)
2.86%
Sharpe
-2.40
Sortino
-2.05
Max drawdown
-59.34%
Best month
0.93%
Worst month
-3.04%
Beta vs VBTLX
0.25
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.