Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.66%
3 year
-26.71%
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.)
8.69%
Sharpe
-2.82
Sortino
-2.12
Max drawdown
-84.45%
Best month
1.66%
Worst month
-8.15%
Beta vs VBTLX
1.01
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.