Average annual returns
No trailing-return data available for this share class.
Risk statistics
29 months through March 31, 2026Volatility (ann.)
18.24%
Sharpe
0.43
Sortino
0.74
Max drawdown
-18.37%
Best month
10.76%
Worst month
-8.49%
Beta vs VTSAX
0.42
Correlation
0.29
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.