Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.93%
3 year
10.46%
5 year
1.97%
10 year
3.91%
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.)
6.73%
Sharpe
1.55
Sortino
3.34
Max drawdown
-25.02%
Best month
8.08%
Worst month
-15.90%
Beta vs VBTLX
0.93
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.