Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.92%
3 year
3.26%
5 year
-2.02%
10 year
2.24%
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.)
8.99%
Sharpe
-2.60
Sortino
-2.05
Max drawdown
-93.04%
Best month
1.94%
Worst month
-11.36%
Beta vs VBTLX
1.11
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.