Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTCIX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND INSTITUTIONAL SHARES) | 6.59% | 13.13% | 18.84% | 15.97% | 13.30% | 14.54% | 10.71% | 8.51% |
Data as of 07/11/2025, AR inception is 03/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTCIX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND INSTITUTIONAL SHARES) | 03/22/1999 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 13.13 | 18.84 | 15.97 | 13.30 | 14.54 | 10.71 | 8.51 | 6.59 | 23.48 | 26.65 | -19.05 | 26.91 | 21.08 | 31.51 | -4.95 | 22.43 | 12.06 | 1.71 | 12.56 | 33.73 | 16.41 | 1.39 | 16.08 | 29.21 | -37.57 | 6.13 | 14.49 | 7.61 | 11.78 | 31.87 | -24.25 | -15.89 | -10.50 | 26.07 |
| Sharpe Ratio | NA | 0.57 | 0.91 | 0.80 | 0.64 | NA | NA | 0.35 | 0.47 | 1.31 | 1.68 | -0.83 | 2.00 | 0.60 | 2.39 | -0.37 | 3.22 | 0.89 | 0.11 | 1.06 | 3.02 | 1.26 | 0.06 | 0.87 | 1.05 | -0.93 | 0.20 | 1.08 | 0.52 | 0.93 | 1.80 | -0.94 | -0.75 | -0.56 | 1.68 |
| Standard Deviation(%) | NA | 19.99 | 17.44 | 17.76 | 18.67 | NA | NA | 20.04 | 24.20 | 12.90 | 13.42 | 24.82 | 13.47 | 34.84 | 12.60 | 17.06 | 6.81 | 13.33 | 15.43 | 11.85 | 11.17 | 13.06 | 24.03 | 18.35 | 27.66 | 41.08 | 15.84 | 10.40 | 10.49 | 11.64 | 17.28 | 26.88 | 24.58 | 26.26 | 18.42 |
| Draw Down(%) | NA | 19.01 | 19.01 | 24.96 | 34.56 | NA | NA | 55.15 | 19.01 | 8.57 | 10.24 | 24.96 | 5.24 | 34.56 | 6.62 | 19.65 | 2.57 | 11.13 | 11.86 | 7.83 | 5.68 | 9.98 | 19.91 | 16.21 | 26.60 | 48.97 | 10.03 | 8.07 | 7.04 | 8.99 | 13.32 | 34.81 | 34.24 | 22.62 | 11.36 |
| Yield(%) | 0.00 | 0.86 | 1.48 | 1.74 | 2.45 | 4.12 | 3.25 | 2.77 | 0.29 | 1.32 | 1.59 | 1.19 | 1.36 | 1.59 | 2.00 | 1.73 | 1.91 | 1.99 | 1.73 | 1.78 | 1.99 | 2.23 | 1.73 | 1.70 | 1.97 | 1.52 | 1.68 | 1.65 | 1.35 | 1.53 | 1.27 | 0.00 | 0.00 | 0.00 | 0.54 |
Data as of 07/11/2025, AR inception is 03/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTCIX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND INSTITUTIONAL SHARES) |
-19.66%
Mar 2000 - Mar 2003 |
-6.07%
Feb 2004 - Feb 2009 |
-2.55%
Aug 2000 - Aug 2010 |
3.36%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTCIX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND INSTITUTIONAL SHARES) |
26.43%
Dec 2018 - Dec 2021 |
23.69%
Feb 2009 - Feb 2014 |
16.94%
Sep 2011 - Sep 2021 |
16.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart