Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.95%
3 year
-24.19%
5 year
-31.99%
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 April 30, 2026Volatility (ann.)
8.79%
Sharpe
-2.41
Sortino
-1.97
Max drawdown
-92.09%
Best month
2.10%
Worst month
-7.78%
Beta vs VBTLX
1.06
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.