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Vanguard Tax-Managed Capital App Adm (VTCLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
237.02-1.16 (-0.49%)
At close: 06:46PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.72%
5-Year Average Return12.40%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Nov 29, 2023)33.67%
Worst 1 Yr Total Return (Nov 29, 2023)N/A
Best 3-Yr Total Return33.67%
Worst 3-Yr Total Return-2.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVTCLXCategory
YTD20.72%14.84%
1-Month9.37%1.65%
3-Month1.64%7.55%
1-Year13.63%40.47%
3-Year8.94%16.77%
5-Year12.40%16.15%
10-Year11.70%13.21%
Last Bull Market40.81%24.09%
Last Bear Market-16.52%-17.61%

Annual Total Return (%) History

Year
VTCLXCategory
2023
N/AN/A
2022
-19.06%N/A
2021
26.87%N/A
2020
21.07%15.83%
2019
31.46%28.78%
2018
-4.97%-6.27%
2017
22.40%20.44%
2016
12.01%10.37%
2015
1.68%-1.07%
2014
12.52%10.96%
2013
33.67%31.50%
2012
16.35%14.96%
2011
1.38%-1.27%
2010
16.02%14.01%
2009
29.11%28.17%
2008
-37.58%-37.79%
2007
6.11%6.16%
2006
14.44%14.17%
2005
7.56%5.88%
2004
11.77%10.02%
2003
31.80%27.05%
2002
-23.38%-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.56%8.59%-3.14%N/A
2022-5.26%-16.52%-4.52%7.18%
20216.00%8.55%0.17%10.07%
2020-19.97%21.70%9.42%13.60%
201914.01%4.42%1.48%8.81%
2018-0.53%3.29%7.31%-13.81%
20176.18%3.22%4.74%6.63%
20160.88%2.47%4.03%4.17%
20151.92%0.44%-6.84%6.61%
20142.13%5.02%0.35%4.54%
201310.84%2.73%6.22%10.51%
201212.96%-3.28%6.28%0.20%
20116.33%0.15%-15.03%12.04%
20105.70%-11.67%11.61%11.34%
2009-9.85%16.74%15.62%6.11%
2008-9.51%-1.25%-10.15%-22.26%
20071.44%6.29%1.77%-3.30%
20064.50%-2.14%4.81%6.77%
2005-1.68%2.25%4.46%2.42%
20042.32%1.51%-2.59%10.47%
2003-2.32%16.02%3.55%12.31%
20020.14%-14.64%-17.69%8.90%

Rank In Category (By Total Return)

YTD29
1-Month61
3-Month62
1-Year35
3-Year46
5-Year24

Load Adjusted Returns

1-Year9.58%
3-Year9.72%
5-Year10.86%
10-Year11.03%