Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.04%
3 year
36.01%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
30 months through March 31, 2026Volatility (ann.)
66.42%
Sharpe
0.36
Sortino
0.85
Max drawdown
-36.76%
Best month
47.81%
Worst month
-23.73%
Beta vs VBTLX
0.10
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.