Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-38.72%
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
33 months through Feb. 28, 2026Volatility (ann.)
109.17%
Sharpe
0.08
Sortino
0.17
Max drawdown
-74.84%
Best month
99.22%
Worst month
-42.38%
Beta vs VBTLX
-1.45
Correlation
-0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.