Average annual returns
No trailing-return data available for this share class.
Risk statistics
60 months through Dec. 31, 2024Volatility (ann.)
27.90%
Sharpe
-0.56
Sortino
-0.75
Max drawdown
-55.84%
Best month
19.93%
Worst month
-15.66%
Beta vs VTIAX
1.47
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.