Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.30%
3 year
-20.94%
5 year
-29.14%
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.)
7.28%
Sharpe
-2.40
Sortino
-1.99
Max drawdown
-90.81%
Best month
1.50%
Worst month
-17.22%
Beta vs VBTLX
0.69
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.