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Vanguard Tax-Managed Capital App Adm (VTCLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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264.90+3.18 (+1.22%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.51%
5-year average return13.38%
Number of years up18
Number of years down4
Best 1-yr total return (2 May 2024)33.67%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.67%
Worst 3-yr total return7.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVTCLXCategory
YTD5.48%14.84%
1-month-4.39%1.65%
3-month4.04%7.55%
1-year22.66%40.47%
3-year7.08%16.77%
5-year12.96%16.15%
10-year12.24%13.21%
Last bull market26.58%24.09%
Last bear market-16.52%-17.61%

Annual total return (%) history

Year
VTCLXCategory
2024
N/AN/A
2023
26.64%N/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
202410.33%N/AN/AN/A
20237.56%8.59%-3.14%11.92%
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)

YTD55
1-month58
3-month52
1-year36
3-year45
5-year29

Load adjusted returns

1-year22.66%
3-year7.08%
5-year12.96%
10-year12.24%