Average annual returns
No trailing-return data available for this share class.
Risk statistics
78 months through Jan. 31, 2026Volatility (ann.)
9.49%
Sharpe
-3.85
Sortino
-2.31
Max drawdown
-96.58%
Best month
4.56%
Worst month
-14.90%
Beta vs VTIAX
0.75
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.