Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.51%
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
39 months through March 31, 2026Volatility (ann.)
13.90%
Sharpe
-0.18
Sortino
-0.26
Max drawdown
-20.82%
Best month
9.99%
Worst month
-7.96%
Beta vs VBTLX
2.43
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.