Average annual returns
Through 20251 year
-25.49%
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
30 months through Jan. 31, 2026Volatility (ann.)
65.45%
Sharpe
0.24
Sortino
0.46
Max drawdown
-46.12%
Best month
53.70%
Worst month
-21.15%
Beta vs VBTLX
3.64
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.