Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.27%
3 year
—
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
2025 onward derived from N-PORT monthly returnsRisk statistics
33 months through Feb. 28, 2026Volatility (ann.)
2.39%
Sharpe
-2.70
Sortino
-2.19
Max drawdown
-20.12%
Best month
0.45%
Worst month
-1.25%
Beta vs VBTLX
0.05
Correlation
0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.