Average annual returns
Through 20251 year
14.52%
3 year
11.47%
5 year
2.81%
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
81 months through March 31, 2026Volatility (ann.)
9.09%
Sharpe
-2.09
Sortino
-1.85
Max drawdown
-93.30%
Best month
3.84%
Worst month
-17.85%
Beta vs VBTLX
0.91
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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