Average annual returns
No trailing-return data available for this share class.
Risk statistics
66 months through Jan. 31, 2025Volatility (ann.)
27.63%
Sharpe
-0.31
Sortino
-0.49
Max drawdown
-55.41%
Best month
26.60%
Worst month
-16.31%
Beta vs VTIAX
0.93
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.