Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.90%
3 year
-5.84%
5 year
-14.19%
10 year
—
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
66 months through Feb. 28, 2026Volatility (ann.)
21.81%
Sharpe
-0.24
Sortino
-0.34
Max drawdown
-59.17%
Best month
15.95%
Worst month
-13.27%
Beta vs VBTLX
3.67
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.