Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.33%
3 year
10.05%
5 year
1.66%
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
1.52
Sortino
3.24
Max drawdown
-25.26%
Best month
8.05%
Worst month
-15.77%
Beta vs VBTLX
0.90
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.