Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.68%
3 year
-4.94%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through Feb. 28, 2026Volatility (ann.)
5.91%
Sharpe
-0.69
Sortino
-0.82
Max drawdown
-41.73%
Best month
3.50%
Worst month
-5.23%
Beta vs VBTLX
1.02
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.