Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-20.06%
3 year
-20.21%
5 year
-22.13%
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 April 30, 2026Volatility (ann.)
1.48%
Sharpe
-13.82
Sortino
-3.05
Max drawdown
-88.05%
Best month
-0.95%
Worst month
-7.04%
Beta vs VBTLX
0.24
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.