Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.37%
3 year
-23.36%
5 year
-31.32%
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 March 31, 2026Volatility (ann.)
8.75%
Sharpe
-2.43
Sortino
-1.98
Max drawdown
-91.98%
Best month
2.16%
Worst month
-7.97%
Beta vs VBTLX
1.06
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.