Average annual returns
No trailing-return data available for this share class.
Risk statistics
66 months through Dec. 31, 2024Volatility (ann.)
18.07%
Sharpe
-0.15
Sortino
-0.23
Max drawdown
-35.83%
Best month
15.75%
Worst month
-22.72%
Beta vs VTIAX
0.98
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.