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Vanguard Tax-managed Capital Appreciation Fund Admiral Shares: (MF: VTCLX)

(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET

$274.25 USD

+0.37 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2024

Total Return %* Percentile Rank Objective
YTD 5.48 44
3 months 4.03 48
6 months 21.02 51
1 Year 22.66 37
3 Year 7.08 21
5 Year 12.96 22
10 Year 12.23 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 120.31
Bear Market (10/07 - 2/09) -50.74
Bull Market (2/09 - 3/21) 867.67

Load Adjusted Returns as of Apr 30, 2024

1 Year 29.89
5 Year 14.90
10 Year 12.78
Since Inception 9.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.33 NA NA NA
2023 7.56 8.59 -3.13 11.92
2022 -5.26 -16.51 -4.51 7.18
2021 6.00 8.55 0.17 10.06
2020 -19.96 21.69 9.42 13.60
2019 14.01 4.41 1.48 8.81

Annual Return

20242023202220212020201920182017201620152014
% Total Return 5.4826.63-19.0526.8721.0731.46-4.9722.3912.001.6412.50
% Total Return Rel to Index -0.560.38-0.85-1.812.67-0.02-0.580.590.060.25-1.14
% Total Return Rel to Peer 0.643.630.644.811.153.041.881.714.183.244.29
% Perf Quintile vs Peer* 0.002.003.002.003.002.003.003.002.002.002.00
% Dividends 0.783.072.912.572.602.522.352.152.001.751.61
% Yield 0.281.191.380.981.241.431.721.481.651.591.46
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.090.090.090.090.090.090.090.090.110.12

* 1 = Top 20%, 5 = Bottom 20%