Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.24%
3 year
-19.53%
5 year
-27.80%
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.)
7.22%
Sharpe
-2.41
Sortino
-2.00
Max drawdown
-89.67%
Best month
2.24%
Worst month
-16.52%
Beta vs VBTLX
0.69
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.