Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.99%
3 year
-14.71%
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.)
8.06%
Sharpe
-1.83
Sortino
-1.71
Max drawdown
-67.39%
Best month
2.67%
Worst month
-8.37%
Beta vs VBTLX
0.97
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.