Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.14%
3 year
6.23%
5 year
0.69%
10 year
3.64%
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
78 months through Dec. 31, 2025Volatility (ann.)
6.35%
Sharpe
0.98
Sortino
1.85
Max drawdown
-17.36%
Best month
5.37%
Worst month
-6.30%
Beta vs VBTLX
1.05
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.