Average annual returns
No trailing-return data available for this share class.
Risk statistics
81 months through March 31, 2026Volatility (ann.)
12.12%
Sharpe
1.00
Sortino
1.65
Max drawdown
-29.06%
Best month
15.87%
Worst month
-16.26%
Beta vs VTIAX
0.46
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.