Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.74%
3 year
-6.09%
5 year
-8.91%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
8.91%
Sharpe
-0.62
Sortino
-0.84
Max drawdown
-48.00%
Best month
12.04%
Worst month
-7.86%
Beta vs VBTLX
0.55
Correlation
0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.