Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.85%
3 year
10.40%
5 year
1.95%
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.)
6.62%
Sharpe
1.57
Sortino
3.39
Max drawdown
-25.04%
Best month
8.07%
Worst month
-15.75%
Beta vs VBTLX
0.91
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.