Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.46%
3 year
0.76%
5 year
-7.28%
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.)
12.97%
Sharpe
0.11
Sortino
0.16
Max drawdown
-45.41%
Best month
9.12%
Worst month
-8.90%
Beta vs VBTLX
2.27
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.