Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-26.36%
3 year
50.62%
5 year
—
10 year
—
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
43 months through March 31, 2026Volatility (ann.)
59.61%
Sharpe
0.18
Sortino
0.31
Max drawdown
-62.22%
Best month
45.20%
Worst month
-28.02%
Beta vs VBTLX
-0.35
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.