Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-35.73%
3 year
-8.43%
5 year
-6.03%
10 year
0.62%
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
72 months through Jan. 31, 2026Volatility (ann.)
4.09%
Sharpe
-8.79
Sortino
-2.72
Max drawdown
-94.14%
Best month
1.82%
Worst month
-14.13%
Beta vs VBTLX
0.59
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.