Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.11%
3 year
-3.85%
5 year
-13.39%
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.)
16.72%
Sharpe
-0.37
Sortino
-0.52
Max drawdown
-61.00%
Best month
15.19%
Worst month
-12.70%
Beta vs VBTLX
2.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.