Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-14.88%
3 year
—
5 year
—
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
35 months through March 31, 2026Volatility (ann.)
30.07%
Sharpe
0.53
Sortino
1.07
Max drawdown
-22.44%
Best month
34.28%
Worst month
-13.43%
Beta vs VBTLX
-1.63
Correlation
-0.30
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.