Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTMSX (VANGUARD TAX-MANAGED SMALL-CAP FUND ADMIRAL SHARES) | -1.60% | 4.35% | 8.56% | 12.86% | 8.17% | 11.39% | 8.54% | 9.80% |
Data as of 07/11/2025, AR inception is 04/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTMSX (VANGUARD TAX-MANAGED SMALL-CAP FUND ADMIRAL SHARES) | 04/14/1999 | 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 (%) | 1.55 | 4.35 | 8.56 | 12.86 | 8.17 | 11.39 | 8.54 | 9.80 | -1.60 | 8.61 | 15.95 | -16.16 | 27.08 | 11.05 | 23.28 | -8.62 | 13.05 | 25.70 | -1.83 | 6.22 | 41.00 | 16.03 | 1.22 | 25.99 | 25.59 | -30.82 | 0.51 | 14.15 | 7.74 | 22.84 | 37.65 | -15.08 | 4.85 | 12.85 | 22.03 |
| Sharpe Ratio | NA | 0.05 | 0.24 | 0.47 | 0.29 | NA | NA | 0.36 | -0.23 | 0.10 | 0.59 | -0.69 | 1.26 | 0.24 | 1.36 | -0.56 | 0.99 | 1.46 | -0.12 | 0.41 | 2.89 | 0.98 | 0.04 | 1.09 | 0.73 | -0.73 | -0.13 | 0.69 | 0.35 | 1.33 | 2.13 | -0.66 | 0.11 | 0.33 | 2.34 |
| Standard Deviation(%) | NA | 24.26 | 21.96 | 22.41 | 23.27 | NA | NA | 23.31 | 26.29 | 19.65 | 20.07 | 25.47 | 21.42 | 44.45 | 16.03 | 17.73 | 12.54 | 17.47 | 15.83 | 15.20 | 14.18 | 16.41 | 31.74 | 23.82 | 35.08 | 43.28 | 18.85 | 15.92 | 15.75 | 16.49 | 17.36 | 24.44 | 22.68 | 26.93 | 12.17 |
| Draw Down(%) | NA | 27.93 | 27.93 | 27.93 | 43.88 | NA | NA | 57.84 | 24.18 | 9.00 | 17.69 | 24.55 | 9.85 | 42.34 | 9.96 | 27.28 | 6.66 | 12.51 | 12.90 | 11.51 | 4.95 | 11.74 | 26.52 | 19.17 | 33.52 | 47.48 | 13.52 | 13.99 | 10.37 | 10.89 | 14.36 | 33.15 | 23.04 | 17.20 | 10.59 |
| Yield(%) | 0.00 | 1.15 | 1.65 | 2.14 | 1.95 | 3.38 | 2.70 | 4.61 | 0.39 | 1.55 | 1.71 | 1.23 | 1.48 | 1.20 | 1.39 | 1.13 | 1.23 | 1.28 | 1.23 | 1.06 | 1.26 | 1.68 | 0.88 | 1.06 | 0.86 | 1.07 | 0.90 | 0.84 | 0.94 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 |
Data as of 07/11/2025, AR inception is 04/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMSX (VANGUARD TAX-MANAGED SMALL-CAP FUND ADMIRAL SHARES) |
-17.16%
Feb 2006 - Feb 2009 |
-5.05%
Feb 2004 - Feb 2009 |
4.51%
Aug 2000 - Aug 2010 |
6.54%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMSX (VANGUARD TAX-MANAGED SMALL-CAP FUND ADMIRAL SHARES) |
31.29%
Feb 2009 - Feb 2012 |
27.87%
Feb 2009 - Feb 2014 |
18.20%
Feb 2009 - Feb 2019 |
14.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart