Average annual returns
Through 20251 year
2.32%
3 year
-2.61%
5 year
-10.37%
10 year
-1.40%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through March 31, 2026Volatility (ann.)
15.66%
Sharpe
-0.32
Sortino
-0.44
Max drawdown
-51.47%
Best month
13.38%
Worst month
-10.42%
Beta vs VBTLX
2.68
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.