Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.37%
3 year
-6.22%
5 year
-10.20%
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.)
4.59%
Sharpe
-1.40
Sortino
-1.55
Max drawdown
-43.41%
Best month
3.76%
Worst month
-6.06%
Beta vs VBTLX
0.77
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.