Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.54%
3 year
-26.42%
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.)
8.72%
Sharpe
-2.77
Sortino
-2.11
Max drawdown
-73.79%
Best month
1.75%
Worst month
-8.14%
Beta vs VBTLX
1.02
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.