Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.52%
3 year
-17.07%
5 year
-23.03%
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.)
5.04%
Sharpe
-3.05
Sortino
-2.27
Max drawdown
-82.62%
Best month
1.09%
Worst month
-5.80%
Beta vs VBTLX
0.39
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.