Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.05%
3 year
-27.23%
5 year
-35.44%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
15.49%
Sharpe
-1.49
Sortino
-1.50
Max drawdown
-91.66%
Best month
12.84%
Worst month
-13.11%
Beta vs VBTLX
1.31
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.