Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.19%
3 year
9.74%
5 year
1.34%
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.)
6.61%
Sharpe
1.47
Sortino
3.11
Max drawdown
-25.63%
Best month
7.96%
Worst month
-15.86%
Beta vs VBTLX
0.92
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.