Average annual returns
No trailing-return data available for this share class.
Risk statistics
78 months through Feb. 28, 2026Volatility (ann.)
22.13%
Sharpe
0.23
Sortino
0.38
Max drawdown
-64.64%
Best month
33.68%
Worst month
-19.18%
Beta vs VTIAX
0.99
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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