Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTCLX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND ADMIRAL SHARES) | 7.28% | 13.72% | 19.30% | 15.54% | 13.21% | 14.60% | 10.70% | 9.98% |
Data as of 07/17/2025, AR inception is 11/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTCLX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND ADMIRAL SHARES) | 11/14/2001 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 13.72 | 19.30 | 15.54 | 13.21 | 14.60 | 10.70 | 9.98 | 7.28 | 23.44 | 26.62 | -19.07 | 26.88 | 21.07 | 31.46 | -4.97 | 22.40 | 12.01 | 1.65 | 12.55 | 33.67 | 16.35 | 1.38 | 16.02 | 29.11 | -37.58 | 6.11 | 14.44 | 7.56 | 11.77 | 31.80 | -24.23 | 1.23 |
| Sharpe Ratio | NA | 0.50 | 0.89 | 0.77 | 0.64 | NA | NA | 0.44 | 0.42 | 1.31 | 1.68 | -0.83 | 1.99 | 0.59 | 2.38 | -0.37 | 3.21 | 0.89 | 0.10 | 1.06 | 3.01 | 1.26 | 0.06 | 0.87 | 1.05 | -0.93 | 0.20 | 1.08 | 0.51 | 0.93 | 1.80 | -0.94 | 0.56 |
| Standard Deviation(%) | NA | 19.98 | 17.42 | 17.73 | 18.67 | NA | NA | 19.55 | 23.78 | 12.90 | 13.42 | 24.82 | 13.47 | 34.92 | 12.61 | 17.05 | 6.81 | 13.33 | 15.42 | 11.84 | 11.18 | 13.06 | 24.05 | 18.40 | 27.63 | 41.07 | 15.86 | 10.42 | 10.50 | 11.65 | 17.30 | 26.88 | 16.44 |
| Draw Down(%) | NA | 19.01 | 19.01 | 24.98 | 34.56 | NA | NA | 55.16 | 19.01 | 8.57 | 10.25 | 24.98 | 5.24 | 34.56 | 6.63 | 19.65 | 2.57 | 11.15 | 11.86 | 7.83 | 5.68 | 9.96 | 19.94 | 16.22 | 26.60 | 49.00 | 10.03 | 8.07 | 7.04 | 9.03 | 13.33 | 34.82 | 4.25 |
| Yield(%) | 0.00 | 0.83 | 1.45 | 1.66 | 2.38 | 4.06 | 3.18 | 3.26 | 0.28 | 1.28 | 1.56 | 1.17 | 1.33 | 1.56 | 1.96 | 1.70 | 1.88 | 1.96 | 1.69 | 1.74 | 1.95 | 2.18 | 1.69 | 1.66 | 1.91 | 1.50 | 1.65 | 1.63 | 1.31 | 1.50 | 1.26 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 11/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTCLX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND ADMIRAL SHARES) |
-15.14%
Feb 2006 - Feb 2009 |
-6.10%
Feb 2004 - Feb 2009 |
3.29%
Dec 2001 - Dec 2011 |
6.99%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTCLX (VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND ADMIRAL SHARES) |
26.40%
Dec 2018 - Dec 2021 |
23.64%
Feb 2009 - Feb 2014 |
16.90%
Sep 2011 - Sep 2021 |
16.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart