Average annual returns
No trailing-return data available for this share class.
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
11.52%
Sharpe
2.16
Sortino
5.18
Max drawdown
-29.86%
Best month
9.99%
Worst month
-8.49%
Beta vs VTIAX
0.68
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.