Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.58%
3 year
0.51%
5 year
-7.50%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
12.90%
Sharpe
0.09
Sortino
0.13
Max drawdown
-46.05%
Best month
9.00%
Worst month
-9.20%
Beta vs VBTLX
2.26
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.