Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.64%
3 year
-13.21%
5 year
-10.33%
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.)
11.58%
Sharpe
-0.85
Sortino
-1.06
Max drawdown
-62.70%
Best month
9.88%
Worst month
-12.69%
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.