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VTCLX: VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 379.29 10.18(2.61%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 11/14/2001 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 1.08% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 8.1 | 25.2 | 21.1 | 12.6 | 15.1 | 14.2 | 11.3 | 10.1 | 17.4 | 23.8 | 26.6 | -19.1 | 26.9 | 21.1 | 31.5 | -5.0 | 22.4 | 12.0 | 1.6 | 12.5 | 33.7 | 16.4 | 1.4 | 16.0 | 29.1 | -37.6 | 6.1 | 14.4 | 7.6 | 11.8 | 31.8 | -24.2 | 1.2 |
| Sharpe Ratio | NA | 1.24 | 1.83 | 1.19 | 0.58 | 0.73 | NA | NA | 0.46 | 0.78 | 1.56 | 1.73 | -0.83 | 1.99 | 0.59 | 2.38 | -0.37 | 3.21 | 0.88 | 0.1 | 1.06 | 3.01 | 1.26 | 0.06 | 0.87 | 1.05 | -0.94 | 0.19 | 1.06 | 0.5 | 0.93 | 1.8 | -0.94 | 0.56 |
| Draw Down(%) | NA | 8.8 | 8.8 | 19.0 | 25.0 | 34.6 | NA | NA | 55.2 | 19.0 | 8.6 | 10.3 | 25.0 | 5.2 | 34.6 | 6.6 | 19.6 | 2.6 | 11.2 | 11.9 | 7.8 | 5.7 | 10.0 | 19.9 | 16.2 | 26.6 | 49.0 | 10.0 | 8.1 | 7.0 | 9.0 | 13.3 | 34.8 | 4.3 |
| Standard Deviation(%) | NA | 14.1 | 12.3 | 15.0 | 17.2 | 18.3 | NA | NA | 19.3 | 18.8 | 12.9 | 13.4 | 24.8 | 13.5 | 34.9 | 12.6 | 17.1 | 6.8 | 13.3 | 15.4 | 11.8 | 11.2 | 13.1 | 24.0 | 18.4 | 27.6 | 41.1 | 15.9 | 10.4 | 10.5 | 11.6 | 17.3 | 26.9 | 16.4 |
| Treynor Ratio | NA | 0.17 | 0.22 | 0.18 | 0.1 | 0.13 | NA | NA | 0.09 | 0.15 | 0.2 | 0.23 | -0.21 | 0.27 | 0.21 | 0.3 | -0.06 | 0.22 | 0.12 | 0.02 | 0.12 | 0.33 | 0.16 | 0.01 | 0.16 | 0.29 | -0.38 | 0.03 | 0.11 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.01 | 1.0 | 1.0 | 1.01 | 1.0 | 1.01 | 1.01 | 1.01 | 1.0 | 1.01 | 1.01 | 1.0 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.01 | 1.0 | 1.0 | 1.02 | 1.02 | 1.05 | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.88 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.1 | 1.3 | 1.6 | 1.2 | 1.3 | 1.6 | 2.0 | 1.7 | 1.9 | 2.0 | 1.7 | 1.7 | 1.9 | 2.2 | 1.7 | 1.7 | 1.9 | 1.5 | 1.7 | 1.6 | 1.3 | 1.5 | 1.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -73.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 2.7 | 5.5 | 12.8 | -1.0 | 3.4 | 7.2 | 8.9 | 7.5 | 14.5 | 8.4 | 13.7 | 3.0 | 29.0 | 15.8 | 9.0 | -18.8 | -6.7 | 13.0 | 35.2 | -4.3 | 50.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/12/2001
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