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Vanguard Tax-Managed Capital App I (VTCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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139.81+0.45 (+0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.85%
5-year average return14.67%
Number of years up18
Number of years down6
Best 1-yr total return (23 Jun 2024)33.73%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return33.73%
Worst 3-yr total return7.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVTCIXCategory
YTD10.51%5.31%
1-month4.75%-4.19%
3-month3.36%3.90%
1-year27.86%20.31%
3-year8.61%6.48%
5-year15.54%11.78%
10-year12.54%10.96%
Last bull market26.59%25.56%
Last bear market-16.50%-15.11%

Annual total return (%) history

Year
VTCIXCategory
2024
N/AN/A
2023
26.67%22.32%
2022
-19.04%-16.96%
2021
26.91%26.07%
2020
21.08%15.83%
2019
31.51%28.78%
2018
-4.95%-6.27%
2017
22.43%20.44%
2016
12.06%10.37%
2015
1.71%-1.07%
2014
12.56%10.96%
2013
33.73%31.50%
2012
16.41%14.96%
2011
1.39%-1.27%
2010
16.08%14.01%
2009
29.21%28.17%
2008
-37.57%-37.79%
2007
6.13%6.16%
2006
14.50%14.17%
2005
7.61%5.88%
2004
11.78%10.02%
2003
31.87%27.05%
2002
-23.37%-22.25%
2001
-15.26%-13.50%
2000
-10.07%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.35%N/AN/AN/A
20237.57%8.61%-3.13%11.92%
2022-5.26%-16.50%-4.51%7.19%
20216.01%8.55%0.18%10.09%
2020-19.96%21.71%9.41%13.61%
201914.03%4.42%1.48%8.84%
2018-0.52%3.28%7.33%-13.81%
20176.17%3.23%4.75%6.64%
20160.90%2.46%4.05%4.18%
20151.94%0.44%-6.83%6.63%
20142.14%5.03%0.36%4.56%
201310.86%2.73%6.23%10.54%
201213.00%-3.29%6.29%0.22%
20116.32%0.15%-15.02%12.04%
20105.72%-11.66%11.58%11.39%
2009-9.82%16.76%15.64%6.11%
2008-9.51%-1.26%-10.13%-22.25%
20071.42%6.33%1.77%-3.29%
20064.53%-2.12%4.79%6.80%
2005-1.68%2.28%4.47%2.42%
20042.32%1.54%-2.61%10.48%
2003-2.31%16.07%3.53%12.33%
20020.16%-14.63%-17.68%8.87%
2001-14.58%7.16%-18.57%13.69%
20007.43%-4.08%-0.45%-12.33%
19998.39%-5.86%22.73%N/A

Rank in category (by total return)

YTD50
1-month41
3-month54
1-year43
3-year40
5-year29

Load adjusted returns

1-year27.86%
3-year8.61%
5-year15.54%
10-year12.54%