Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.64%
3 year
-20.16%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through Feb. 28, 2026Volatility (ann.)
7.61%
Sharpe
-2.37
Sortino
-1.98
Max drawdown
-67.81%
Best month
4.70%
Worst month
-8.51%
Beta vs VBTLX
0.66
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.