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Vanguard Tax-Managed Small Cap Adm (VTMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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86.99+0.69 (+0.80%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.70%
5-Year Average Return7.37%
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)41.00%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return41.00%
Worst 3-Yr Total Return5.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVTMSXCategory
YTD-3.28%20.19%
1-Month-5.60%0.02%
3-Month0.69%4.36%
1-Year12.50%60.18%
3-Year-0.33%11.32%
5-Year7.11%13.88%
10-Year8.46%11.19%
Last Bull Market25.02%27.98%
Last Bear Market-14.09%-24.08%

Annual Total Return (%) History

Year
VTMSXCategory
2024
N/AN/A
2023
15.95%N/A
2022
-16.14%N/A
2021
27.08%N/A
2020
11.05%10.99%
2019
23.28%23.75%
2018
-8.62%-12.72%
2017
13.05%12.28%
2016
25.73%20.78%
2015
-1.85%-5.38%
2014
6.23%3.79%
2013
41.00%37.39%
2012
16.03%15.46%
2011
1.22%-4.07%
2010
25.99%25.61%
2009
25.59%31.80%
2008
-30.82%-36.56%
2007
0.51%-1.10%
2006
14.16%15.03%
2005
7.74%6.75%
2004
22.84%18.94%
2003
38.51%43.41%
2002
-14.44%-16.22%
2001
5.44%8.92%
2000
13.44%11.89%
1999
N/A19.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.46%N/AN/AN/A
20232.50%3.38%-4.88%15.03%
2022-5.54%-14.09%-5.31%9.13%
202118.25%4.49%-2.80%5.81%
2020-32.24%21.31%3.33%30.76%
201911.83%1.91%0.09%8.07%
20180.63%8.59%4.58%-20.04%
20170.94%1.69%5.97%3.93%
20162.40%3.33%6.95%11.10%
20154.04%0.10%-8.97%3.53%
20141.15%2.09%-6.59%10.13%
201311.65%4.00%10.67%9.72%
201211.93%-3.61%5.34%2.09%
20117.74%-0.07%-19.79%17.22%
20108.61%-8.76%9.56%16.05%
2009-16.78%21.02%18.74%5.02%
2008-7.79%0.89%-1.13%-24.79%
20073.28%5.20%-1.54%-6.05%
200612.80%-4.84%-1.40%7.87%
2005-2.02%3.99%5.40%0.33%
20046.19%3.67%-1.30%13.05%
2003-5.76%19.68%6.93%14.85%
20026.84%-6.27%-18.41%4.72%
2001-7.38%13.58%-16.83%20.52%
20006.26%1.19%4.79%0.66%
199915.94%-4.41%12.49%N/A

Rank In Category (By Total Return)

YTD84
1-Month25
3-Month78
1-Year66
3-Year58
5-Year54

Load Adjusted Returns

1-Year12.50%
3-Year-0.33%
5-Year7.11%
10-Year8.46%