Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-41.77%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
24 months through Jan. 31, 2026Volatility (ann.)
80.62%
Sharpe
0.45
Sortino
0.94
Max drawdown
-57.27%
Best month
69.82%
Worst month
-30.47%
Beta vs VBTLX
1.42
Correlation
0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.