Average annual returns
No trailing-return data available for this share class.
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
8.06%
Sharpe
-4.79
Sortino
-2.44
Max drawdown
-96.74%
Best month
2.64%
Worst month
-14.17%
Beta vs VTIAX
0.60
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.