Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.44%
3 year
7.34%
5 year
1.87%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Dec. 31, 2025Volatility (ann.)
4.50%
Sharpe
1.63
Sortino
3.61
Max drawdown
-18.60%
Best month
5.80%
Worst month
-13.27%
Beta vs VBTLX
0.65
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.