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Vanguard Tax-Managed Balanced Fund Admiral Shares (VTMFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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Visitors trend2W10W9M
36.55+0.03 (+0.08%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return4.79%
5-Year Average Return7.03%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)19.14%
Worst 1 Yr Total Return (Feb 3, 2019)-18.32%
Best 3-Yr Total Return19.14%
Worst 3-Yr Total Return-2.16%

Trailing Returns (%) Vs. Benchmarks

ReturnVTMFXCategory
YTD-5.27%5.91%
1-Month0.26%0.61%
3-Month-5.27%4.02%
1-Year4.41%18.59%
3-Year9.87%8.56%
5-Year8.82%7.44%
10-Year8.44%6.20%
Last Bull Market14.32%11.89%
Last Bear Market-6.49%-8.23%

Annual Total Return (%) History

Year
VTMFXCategory
2021
13.10%N/A
2020
13.30%8.86%
2019
18.01%14.81%
2018
-1.43%-5.04%
2017
12.64%9.86%
2016
5.94%6.62%
2015
2.35%-2.32%
2014
9.81%4.02%
2013
14.34%7.23%
2012
10.87%9.40%
2011
5.58%1.70%
2010
9.22%10.03%
2009
19.14%20.77%
2008
-18.32%-18.61%
2007
5.11%4.53%
2006
9.09%8.16%
2005
4.80%2.97%
2004
7.16%5.46%
2003
17.05%12.34%
2002
-7.08%-3.11%
2001
-3.54%-0.39%
2000
-0.50%4.28%
1999
15.49%5.85%
1998
16.93%9.66%
1997
16.55%14.12%
1996
12.21%10.91%
1995
24.52%20.60%
1994
N/A-4.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.62%4.82%0.09%5.05%
2020-10.24%11.64%5.30%7.38%
20198.01%3.07%1.33%4.62%
2018-0.73%2.10%3.40%-5.94%
20173.58%2.44%2.76%3.31%
20161.46%2.36%1.76%0.24%
20151.47%-0.24%-2.57%3.79%
20142.44%3.37%0.89%2.78%
20135.29%-0.10%3.36%5.18%
20126.82%-0.66%4.06%0.41%
20113.42%1.75%-5.99%6.73%
20103.18%-4.73%7.17%3.67%
2009-2.95%8.76%10.46%2.20%
2008-4.30%-0.17%-6.04%-9.01%
20071.00%2.74%2.15%-0.83%
20062.17%-1.04%4.04%3.70%
2005-1.13%2.42%1.95%1.52%
20041.70%-0.39%0.51%5.25%
2003-0.58%9.04%1.80%6.06%
20020.52%-5.41%-6.01%3.98%
2001-5.52%3.78%-7.25%6.06%
20004.50%-1.12%0.62%-4.30%
19993.35%3.03%-2.38%11.11%
19987.43%2.04%-5.03%12.32%
1997-0.32%9.21%6.76%0.28%
19962.53%2.15%2.61%4.40%
19957.26%6.42%6.17%2.75%
1994-0.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month5
3-Month7
1-Year10
3-Year5
5-Year3

Load Adjusted Returns

1-Year20.74%
3-Year13.21%
5-Year10.87%
10-Year9.71%
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