Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-21.95%
3 year
-21.45%
5 year
-23.55%
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 April 30, 2026Volatility (ann.)
4.20%
Sharpe
-5.24
Sortino
-2.69
Max drawdown
-84.18%
Best month
0.75%
Worst month
-9.52%
Beta vs VBTLX
0.40
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.