Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.39%
3 year
-3.88%
5 year
-8.68%
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.)
2.74%
Sharpe
-1.14
Sortino
-1.21
Max drawdown
-45.80%
Best month
1.19%
Worst month
-4.09%
Beta vs VBTLX
0.38
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.