Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.95%
3 year
-22.95%
5 year
-30.97%
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
78 months through Jan. 31, 2026Volatility (ann.)
7.92%
Sharpe
-2.85
Sortino
-2.17
Max drawdown
-92.42%
Best month
2.77%
Worst month
-15.08%
Beta vs VBTLX
0.66
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.