Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
65.18%
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.)
22.59%
Sharpe
0.05
Sortino
0.07
Max drawdown
-48.79%
Best month
16.29%
Worst month
-10.22%
Beta vs VBTLX
0.21
Correlation
0.05
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.