Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.28%
3 year
0.21%
5 year
-7.77%
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.)
12.79%
Sharpe
-0.16
Sortino
-0.22
Max drawdown
-46.60%
Best month
10.22%
Worst month
-8.82%
Beta vs VBTLX
2.25
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.