Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.43%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
27 months through March 31, 2026Volatility (ann.)
35.63%
Sharpe
0.24
Sortino
0.35
Max drawdown
-41.82%
Best month
19.62%
Worst month
-19.85%
Beta vs VBTLX
-1.34
Correlation
-0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.