Average annual returns
Through 20251 year
-34.49%
3 year
—
5 year
—
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
28 months through Jan. 31, 2026Volatility (ann.)
46.38%
Sharpe
-0.65
Sortino
-0.89
Max drawdown
-79.24%
Best month
35.62%
Worst month
-30.02%
Beta vs VBTLX
0.52
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.