Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-36.92%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
33 months through March 31, 2026Volatility (ann.)
14.13%
Sharpe
-1.50
Sortino
-1.40
Max drawdown
-50.74%
Best month
2.02%
Worst month
-14.14%
Beta vs VBTLX
0.21
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.