Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.44%
3 year
0.11%
5 year
-5.98%
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.)
4.87%
Sharpe
0.02
Sortino
0.03
Max drawdown
-36.36%
Best month
4.14%
Worst month
-13.96%
Beta vs VBTLX
0.64
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.