Average annual returns
No trailing-return data available for this share class.
Risk statistics
81 months through March 31, 2026Volatility (ann.)
16.55%
Sharpe
1.02
Sortino
1.73
Max drawdown
-40.08%
Best month
20.48%
Worst month
-23.15%
Beta vs VTIAX
0.80
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.