Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.51%
3 year
61.32%
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
60 months through April 30, 2026Volatility (ann.)
50.93%
Sharpe
0.55
Sortino
1.07
Max drawdown
-74.25%
Best month
45.25%
Worst month
-40.82%
Beta vs VBTLX
-0.38
Correlation
-0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.