Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-20.57%
3 year
—
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
37 months through March 31, 2026Volatility (ann.)
46.60%
Sharpe
0.65
Sortino
1.58
Max drawdown
-25.33%
Best month
46.01%
Worst month
-17.61%
Beta vs VBTLX
0.18
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.