Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.97%
3 year
-5.88%
5 year
-14.25%
10 year
-2.52%
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.)
21.80%
Sharpe
-0.40
Sortino
-0.57
Max drawdown
-61.70%
Best month
17.69%
Worst month
-13.41%
Beta vs VBTLX
3.68
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.