Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.07%
3 year
-4.51%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
46 months through Feb. 28, 2026Volatility (ann.)
5.90%
Sharpe
-0.61
Sortino
-0.74
Max drawdown
-26.97%
Best month
3.64%
Worst month
-5.33%
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.