Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-16.46%
3 year
-22.16%
5 year
-13.94%
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.)
14.22%
Sharpe
-1.08
Sortino
-1.24
Max drawdown
-76.54%
Best month
14.21%
Worst month
-14.53%
Beta vs VBTLX
-1.05
Correlation
-0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.