Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.06%
3 year
0.96%
5 year
-7.08%
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.)
12.80%
Sharpe
-0.10
Sortino
-0.14
Max drawdown
-45.27%
Best month
10.30%
Worst month
-8.76%
Beta vs VBTLX
2.26
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.