Average annual returns
Through 20251 year
-58.53%
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
Risk statistics
27 months through Jan. 31, 2026Volatility (ann.)
40.14%
Sharpe
-1.04
Sortino
-1.24
Max drawdown
-72.18%
Best month
28.57%
Worst month
-25.18%
Beta vs VBTLX
-0.14
Correlation
-0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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