Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.90%
3 year
-2.66%
5 year
-12.06%
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.)
20.51%
Sharpe
-0.27
Sortino
-0.39
Max drawdown
-59.04%
Best month
15.54%
Worst month
-12.52%
Beta vs VBTLX
3.51
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.