Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.43%
3 year
1.31%
5 year
-6.75%
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
-0.07
Sortino
-0.11
Max drawdown
-44.65%
Best month
10.33%
Worst month
-8.74%
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.