Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.42%
3 year
-13.03%
5 year
-10.13%
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
-0.84
Sortino
-1.04
Max drawdown
-62.20%
Best month
9.90%
Worst month
-12.67%
Beta vs VBTLX
-1.20
Correlation
-0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.