Tax-Managed Value Portfolio
Tax-Managed Value Portfolio

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
12.68%
Sharpe
1.02
Sortino
1.79
Max drawdown
-25.82%
Best month
12.10%
Worst month
-16.39%
Beta vs VTSAX
0.90
Correlation
0.86

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

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