Average annual returns
No trailing-return data available for this share class.
Risk statistics
50 months through March 31, 2026Volatility (ann.)
15.63%
Sharpe
0.64
Sortino
1.02
Max drawdown
-24.83%
Best month
9.76%
Worst month
-12.36%
Beta vs VTIAX
1.12
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.