Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.32%
3 year
-17.22%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
51 months through Jan. 31, 2026Volatility (ann.)
5.55%
Sharpe
-2.95
Sortino
-2.23
Max drawdown
-65.83%
Best month
1.17%
Worst month
-4.36%
Beta vs VBTLX
0.37
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.