Average annual returns
No trailing-return data available for this share class.
Risk statistics
66 months through Dec. 31, 2024Volatility (ann.)
19.04%
Sharpe
-0.37
Sortino
-0.55
Max drawdown
-44.48%
Best month
17.81%
Worst month
-15.01%
Beta vs VTIAX
0.57
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.