Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.62%
3 year
-16.35%
5 year
-25.52%
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.)
12.73%
Sharpe
-1.07
Sortino
-1.21
Max drawdown
-83.88%
Best month
9.49%
Worst month
-12.46%
Beta vs VBTLX
0.86
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.