Average annual returns
Through 2024 · incl. N-PORT-derived 20241 year
-33.73%
3 year
-40.29%
5 year
-38.82%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
75 months through Sept. 30, 2025Volatility (ann.)
8.06%
Sharpe
-3.39
Sortino
-2.29
Max drawdown
-93.40%
Best month
1.38%
Worst month
-13.18%
Beta vs VBTLX
0.83
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.