Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.48%
3 year
0.41%
5 year
-7.59%
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.)
12.87%
Sharpe
0.08
Sortino
0.12
Max drawdown
-46.22%
Best month
8.99%
Worst month
-9.21%
Beta vs VBTLX
2.25
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.