Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.03%
3 year
0.00%
5 year
-6.05%
10 year
1.78%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
11.45%
Sharpe
-0.21
Sortino
-0.29
Max drawdown
-39.90%
Best month
8.74%
Worst month
-14.90%
Beta vs VBTLX
1.95
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.