Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.72%
3 year
-2.26%
5 year
-6.90%
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.)
11.05%
Sharpe
-0.47
Sortino
-0.68
Max drawdown
-33.40%
Best month
10.08%
Worst month
-9.47%
Beta vs VBTLX
1.86
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.