Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.00%
3 year
-7.55%
5 year
-11.86%
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.)
5.39%
Sharpe
-1.59
Sortino
-1.66
Max drawdown
-53.03%
Best month
3.64%
Worst month
-4.77%
Beta vs VBTLX
0.97
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.