Average annual returns
No trailing-return data available for this share class.
Risk statistics
42 months through Aug. 31, 2023Volatility (ann.)
32.71%
Sharpe
-0.58
Sortino
-0.78
Max drawdown
-66.45%
Best month
24.83%
Worst month
-18.65%
Beta vs VTIAX
0.90
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.