Average annual returns
No trailing-return data available for this share class.
Risk statistics
77 months through March 31, 2026Volatility (ann.)
14.40%
Sharpe
1.30
Sortino
2.27
Max drawdown
-19.78%
Best month
9.68%
Worst month
-13.77%
Beta vs VTIAX
0.87
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.