Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.98%
3 year
-4.63%
5 year
-10.53%
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.)
5.89%
Sharpe
-0.63
Sortino
-0.76
Max drawdown
-49.27%
Best month
3.57%
Worst month
-5.43%
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.