Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTMFX (VANGUARD TAX-MANAGED BALANCED FUND ADMIRAL SHARES) | 5.26% | 15.91% | 12.50% | 7.07% | 8.59% | 8.53% | 7.53% | … | … |
Data as of 06/04/2026, Common starting date is 09/20/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTMFX (VANGUARD TAX-MANAGED BALANCED FUND ADMIRAL SHARES) | 09/20/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 15.91 | 12.50 | 7.07 | 8.59 | 8.53 | 7.53 | … | … | 5.26 | 10.05 | 12.16 | 15.56 | -12.69 | 13.10 | 13.30 | 18.01 | -1.40 | 12.60 | 5.94 | 2.35 | 9.81 | 14.34 | 10.87 | 5.58 | 9.22 | 19.14 | -18.32 | 5.11 | 9.09 | 4.80 | 7.16 | 17.05 | -7.07 | -3.54 | -0.50 | 15.49 | 16.93 | 16.55 | 12.21 | 24.52 | -1.00 |
| Sharpe Ratio | NA | 2.18 | 1.30 | 0.54 | 0.76 | NA | NA | … | … | 1.37 | 0.83 | 1.34 | 1.73 | -1.14 | 1.98 | 0.72 | 2.83 | -0.34 | 3.75 | 0.92 | 0.33 | 1.82 | 2.49 | 1.82 | 0.50 | 1.04 | 1.48 | -1.02 | 0.27 | 1.10 | 0.49 | 1.08 | 2.01 | -0.68 | -0.54 | -0.37 | 1.27 | 1.30 | 1.47 | 1.24 | 3.70 | -1.12 |
| Standard Deviation(%) | NA | 6.26 | 7.39 | 8.53 | 9.15 | NA | NA | … | … | 7.46 | 8.79 | 6.39 | 6.96 | 12.44 | 6.61 | 18.02 | 5.84 | 8.09 | 3.20 | 6.24 | 7.13 | 5.38 | 5.76 | 6.01 | 11.05 | 8.81 | 12.88 | 18.82 | 7.30 | 5.19 | 5.16 | 5.73 | 8.12 | 12.09 | 11.31 | 12.84 | 9.51 | 10.39 | 8.75 | 6.83 | 5.56 | 6.50 |
| Draw Down(%) | NA | 5.98 | 10.61 | 17.40 | 21.87 | NA | NA | … | … | 5.98 | 10.57 | 3.73 | 6.95 | 17.40 | 3.16 | 21.87 | 2.61 | 9.06 | 1.08 | 4.50 | 5.39 | 3.09 | 5.19 | 4.05 | 8.54 | 7.44 | 12.56 | 26.49 | 4.69 | 3.56 | 3.32 | 5.42 | 5.47 | 14.38 | 14.85 | 10.03 | 5.84 | 11.38 | 5.85 | 4.91 | 2.50 | 4.10 |
| Yield(%) | 0.00 | 1.74 | 2.25 | 1.93 | 2.58 | 3.17 | 3.29 | … | … | 0.00 | 2.33 | 2.29 | 2.20 | 1.58 | 1.55 | 1.91 | 2.37 | 2.13 | 2.19 | 2.23 | 2.07 | 2.16 | 2.28 | 2.52 | 2.56 | 2.62 | 3.02 | 2.78 | 2.94 | 2.89 | 2.64 | 2.71 | 2.79 | 2.50 | 2.56 | 2.60 | 2.57 | 2.65 | 2.88 | 3.03 | 3.28 | 0.90 |
Data as of 06/04/2026, Common starting date is 09/20/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMFX (VANGUARD TAX-MANAGED BALANCED FUND ADMIRAL SHARES) |
-5.33%
Mar 2000 – Mar 2003 |
-0.93%
Feb 2004 – Feb 2009 |
1.63%
Feb 1999 – Feb 2009 |
4.53%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMFX (VANGUARD TAX-MANAGED BALANCED FUND ADMIRAL SHARES) |
18.17%
Mar 1997 – Mar 2000 |
17.07%
Dec 1994 – Dec 1999 |
10.14%
Feb 2009 – Feb 2019 |
9.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart