Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-16.00%
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
30 months through March 31, 2026Volatility (ann.)
55.23%
Sharpe
0.56
Sortino
1.29
Max drawdown
-31.81%
Best month
45.95%
Worst month
-18.54%
Beta vs VBTLX
-0.29
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.