Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.93%
3 year
6.80%
5 year
2.15%
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
78 months through Jan. 31, 2026Volatility (ann.)
7.91%
Sharpe
-2.86
Sortino
-2.17
Max drawdown
-92.42%
Best month
2.63%
Worst month
-15.07%
Beta vs VBTLX
0.65
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.