Average annual returns
No trailing-return data available for this share class.
Risk statistics
57 months through March 31, 2024Volatility (ann.)
12.47%
Sharpe
1.01
Sortino
2.62
Max drawdown
-9.79%
Best month
12.34%
Worst month
-4.37%
Beta vs VTIAX
0.57
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.