TAX-MANAGED GROWTH PORTFOLIO
Tax-Managed Growth Portfolio

Average annual returns

No trailing-return data available for this share class.

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
12.01%
Sharpe
1.54
Sortino
2.91
Max drawdown
-23.75%
Best month
13.26%
Worst month
-10.85%
Beta vs VTSAX
0.93
Correlation
0.98

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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