Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.67%
3 year
6.32%
5 year
-0.27%
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.)
7.07%
Sharpe
0.89
Sortino
1.68
Max drawdown
-21.67%
Best month
6.05%
Worst month
-5.84%
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.