Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-4.52%
3 year
-51.69%
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
48 months through April 30, 2026Volatility (ann.)
44.94%
Sharpe
-0.84
Sortino
-1.01
Max drawdown
-92.09%
Best month
21.98%
Worst month
-31.95%
Beta vs VBTLX
0.15
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.