Average annual returns
No trailing-return data available for this share class.
Risk statistics
57 months through March 31, 2024Volatility (ann.)
12.12%
Sharpe
0.21
Sortino
0.30
Max drawdown
-23.10%
Best month
6.82%
Worst month
-8.76%
Beta vs VTIAX
0.66
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.