Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-19.28%
3 year
-18.91%
5 year
-22.39%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
67 months through April 30, 2026Volatility (ann.)
4.45%
Sharpe
-4.32
Sortino
-2.62
Max drawdown
-74.50%
Best month
2.40%
Worst month
-7.23%
Beta vs VBTLX
0.74
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.