Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.31%
3 year
-3.57%
5 year
-12.66%
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
78 months through Feb. 28, 2026Volatility (ann.)
20.16%
Sharpe
-0.14
Sortino
-0.21
Max drawdown
-59.35%
Best month
14.78%
Worst month
-12.39%
Beta vs VBTLX
3.43
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.