Average annual returns
No trailing-return data available for this share class.
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
15.00%
Sharpe
1.29
Sortino
2.50
Max drawdown
-50.70%
Best month
32.10%
Worst month
-40.12%
Beta vs VTIAX
0.71
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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