Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.64%
3 year
-12.62%
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
48 months through March 31, 2026Volatility (ann.)
84.07%
Sharpe
-0.15
Sortino
-0.29
Max drawdown
-86.97%
Best month
98.90%
Worst month
-38.39%
Beta vs VBTLX
1.11
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.