Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.42%
3 year
0.75%
5 year
-7.29%
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.)
12.99%
Sharpe
0.11
Sortino
0.16
Max drawdown
-45.44%
Best month
9.15%
Worst month
-8.92%
Beta vs VBTLX
2.28
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.