Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.27%
3 year
0.63%
5 year
-7.31%
10 year
-0.05%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.88%
Sharpe
0.10
Sortino
0.16
Max drawdown
-45.41%
Best month
9.12%
Worst month
-8.92%
Beta vs VBTLX
2.26
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.