Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-75.00%
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
2024 onward derived from N-PORT monthly returnsRisk statistics
33 months through March 31, 2026Volatility (ann.)
83.27%
Sharpe
-0.90
Sortino
-1.05
Max drawdown
-98.33%
Best month
76.46%
Worst month
-55.71%
Beta vs VBTLX
1.61
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.