Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.15%
3 year
-19.82%
5 year
-28.21%
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.)
7.06%
Sharpe
-2.53
Sortino
-2.05
Max drawdown
-89.85%
Best month
1.92%
Worst month
-12.74%
Beta vs VBTLX
0.64
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.