Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.80%
3 year
-4.08%
5 year
-8.52%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
4.23%
Sharpe
-1.20
Sortino
-1.38
Max drawdown
-39.62%
Best month
5.30%
Worst month
-11.26%
Beta vs VBTLX
0.63
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.