Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.01%
3 year
-23.88%
5 year
-30.69%
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.)
7.01%
Sharpe
-3.32
Sortino
-2.31
Max drawdown
-92.14%
Best month
1.35%
Worst month
-11.56%
Beta vs VBTLX
0.41
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.