Average annual returns
Through 20251 year
-28.92%
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
Risk statistics
28 months through Jan. 31, 2026Volatility (ann.)
46.08%
Sharpe
0.15
Sortino
0.25
Max drawdown
-37.71%
Best month
39.76%
Worst month
-24.47%
Beta vs VBTLX
3.11
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.