Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.24%
3 year
-0.71%
5 year
1.50%
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
78 months through Jan. 31, 2026Volatility (ann.)
10.20%
Sharpe
-0.04
Sortino
-0.06
Max drawdown
-16.77%
Best month
6.29%
Worst month
-8.25%
Beta vs VBTLX
-0.66
Correlation
-0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.