Average annual returns
Through 20241 year
8.15%
3 year
-2.59%
5 year
-0.19%
10 year
1.47%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through Sept. 30, 2025Volatility (ann.)
8.01%
Sharpe
-3.41
Sortino
-2.29
Max drawdown
-93.40%
Best month
1.39%
Worst month
-13.18%
Beta vs VBTLX
0.82
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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