Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.22%
3 year
0.38%
5 year
-6.01%
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.)
11.99%
Sharpe
-0.17
Sortino
-0.24
Max drawdown
-40.77%
Best month
8.82%
Worst month
-15.53%
Beta vs VBTLX
2.04
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.