Average annual returns
Through 20251 year
18.63%
3 year
-12.24%
5 year
-27.54%
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
74 months through March 31, 2026Volatility (ann.)
72.54%
Sharpe
-0.19
Sortino
-0.38
Max drawdown
-93.77%
Best month
90.89%
Worst month
-27.58%
Beta vs VBTLX
1.21
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.