Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.37%
3 year
-21.78%
5 year
-31.65%
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.)
9.05%
Sharpe
-2.10
Sortino
-1.85
Max drawdown
-93.29%
Best month
3.84%
Worst month
-17.90%
Beta vs VBTLX
0.90
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.