Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.00%
3 year
-20.68%
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.)
11.80%
Sharpe
-1.48
Sortino
-1.44
Max drawdown
-71.19%
Best month
3.05%
Worst month
-9.44%
Beta vs VBTLX
1.28
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.