Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.24%
3 year
-9.48%
5 year
-13.72%
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.)
4.32%
Sharpe
-1.91
Sortino
-1.79
Max drawdown
-56.44%
Best month
5.84%
Worst month
-11.51%
Beta vs VBTLX
0.42
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.