Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.07%
3 year
5.94%
5 year
-0.59%
10 year
3.27%
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.)
7.02%
Sharpe
0.85
Sortino
1.58
Max drawdown
-22.03%
Best month
6.04%
Worst month
-5.86%
Beta vs VBTLX
1.15
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.