Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.11%
3 year
0.28%
5 year
-6.11%
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
-0.18
Sortino
-0.25
Max drawdown
-40.89%
Best month
8.81%
Worst month
-15.54%
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.