Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-12.25%
3 year
-13.87%
5 year
-11.01%
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.)
11.56%
Sharpe
-0.91
Sortino
-1.12
Max drawdown
-64.33%
Best month
9.81%
Worst month
-12.76%
Beta vs VBTLX
-1.20
Correlation
-0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.