Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.19%
3 year
1.18%
5 year
-6.89%
10 year
-0.08%
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
81 months through March 31, 2026Volatility (ann.)
12.94%
Sharpe
-0.09
Sortino
-0.13
Max drawdown
-44.69%
Best month
10.28%
Worst month
-8.53%
Beta vs VBTLX
2.28
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.