Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.51%
3 year
-3.39%
5 year
-10.54%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
6.48%
Sharpe
-0.41
Sortino
-0.53
Max drawdown
-48.98%
Best month
4.88%
Worst month
-8.58%
Beta vs VBTLX
1.12
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.