Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTSIX (VANGUARD TAX-MANAGED SMALL-CAP FUND INSTITUTIONAL SHARES) | -1.65% | -0.38% | 6.80% | 11.49% | 8.27% | 11.27% | 8.26% | 9.34% |
Data as of 07/22/2025, AR inception is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTSIX (VANGUARD TAX-MANAGED SMALL-CAP FUND INSTITUTIONAL SHARES) | 12/22/1999 | 07/22/2025 |
| 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 (%) | 1.84 | -0.38 | 6.80 | 11.49 | 8.27 | 11.27 | 8.26 | 9.34 | -1.65 | 8.23 | 15.99 | -16.14 | 27.12 | 11.09 | 23.30 | -8.59 | 13.08 | 25.75 | -1.78 | 6.25 | 41.09 | 16.05 | 1.26 | 26.09 | 24.79 | -31.92 | -0.43 | 13.32 | 6.86 | 21.81 | 37.78 | -15.07 | 4.92 | 12.85 | 4.99 |
| Sharpe Ratio | NA | -0.15 | 0.21 | 0.43 | 0.29 | NA | NA | 0.33 | -0.29 | 0.08 | 0.59 | -0.69 | 1.27 | 0.24 | 1.37 | -0.56 | 1.00 | 1.46 | -0.11 | 0.41 | 2.89 | 0.98 | 0.04 | 1.09 | 0.71 | -0.76 | -0.18 | 0.63 | 0.30 | 1.26 | 2.13 | -0.66 | 0.12 | 0.33 | 56.75 |
| Standard Deviation(%) | NA | 24.04 | 21.98 | 22.36 | 23.28 | NA | NA | 23.52 | 26.05 | 19.67 | 20.07 | 25.47 | 21.40 | 44.43 | 16.02 | 17.73 | 12.54 | 17.48 | 15.83 | 15.22 | 14.19 | 16.41 | 31.69 | 23.80 | 34.99 | 43.22 | 19.00 | 15.99 | 15.74 | 16.53 | 17.39 | 24.43 | 22.67 | 26.68 | 11.81 |
| Draw Down(%) | NA | 27.92 | 27.92 | 27.92 | 43.86 | NA | NA | 58.89 | 24.17 | 9.21 | 17.67 | 24.54 | 9.85 | 42.35 | 9.95 | 27.29 | 6.66 | 12.50 | 12.88 | 11.51 | 4.94 | 11.74 | 26.49 | 19.13 | 33.52 | 47.46 | 13.49 | 13.96 | 10.39 | 10.87 | 14.35 | 33.07 | 22.96 | 17.20 | 0.48 |
| Yield(%) | 0.00 | 1.12 | 1.60 | 2.06 | 2.01 | 3.40 | 2.51 | 3.83 | 0.40 | 1.59 | 1.74 | 1.26 | 1.51 | 1.22 | 1.42 | 1.16 | 1.26 | 1.31 | 1.27 | 1.10 | 1.30 | 1.77 | 0.88 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 |
Data as of 07/22/2025, AR inception is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTSIX (VANGUARD TAX-MANAGED SMALL-CAP FUND INSTITUTIONAL SHARES) |
-18.06%
Feb 2006 - Feb 2009 |
-5.98%
Feb 2004 - Feb 2009 |
3.95%
Aug 2000 - Aug 2010 |
6.23%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTSIX (VANGUARD TAX-MANAGED SMALL-CAP FUND INSTITUTIONAL SHARES) |
31.06%
Feb 2009 - Feb 2012 |
27.76%
Feb 2009 - Feb 2014 |
18.17%
Feb 2009 - Feb 2019 |
14.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart