Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.00%
3 year
6.94%
5 year
1.47%
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.)
4.45%
Sharpe
1.56
Sortino
3.41
Max drawdown
-18.97%
Best month
5.77%
Worst month
-13.36%
Beta vs VBTLX
0.64
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.