Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-18.77%
3 year
-20.12%
5 year
-23.85%
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 April 30, 2026Volatility (ann.)
5.32%
Sharpe
-3.94
Sortino
-2.51
Max drawdown
-88.91%
Best month
2.31%
Worst month
-8.41%
Beta vs VBTLX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.