Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.01%
3 year
5.51%
5 year
2.56%
10 year
3.85%
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.)
7.02%
Sharpe
-3.32
Sortino
-2.31
Max drawdown
-92.16%
Best month
1.46%
Worst month
-11.56%
Beta vs VBTLX
0.42
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.