Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.23%
3 year
6.09%
5 year
-0.39%
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.)
6.95%
Sharpe
0.88
Sortino
1.64
Max drawdown
-21.74%
Best month
5.71%
Worst month
-5.76%
Beta vs VBTLX
1.14
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.