Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.84%
3 year
2.35%
5 year
-5.13%
10 year
2.35%
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.)
11.70%
Sharpe
0.36
Sortino
0.60
Max drawdown
-31.78%
Best month
9.98%
Worst month
-9.52%
Beta vs VBTLX
-0.55
Correlation
-0.26
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.