Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.51%
3 year
-1.88%
5 year
0.33%
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.)
10.12%
Sharpe
-0.17
Sortino
-0.21
Max drawdown
-18.54%
Best month
6.11%
Worst month
-8.37%
Beta vs VBTLX
-0.65
Correlation
-0.37
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.