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Vanguard Tax-managed Capital Appreciation Fund Institutional Shares: (MF: VTCIX)

(NASDAQ Mutual Funds) As of May 8, 2024 08:00 PM ET

$133.05 USD

-0.11 (-0.08%)

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 Mar 31, 2024

Total Return %* Percentile Rank Objective
YTD 10.34 45
3 months 10.34 45
6 months 23.50 45
1 Year 29.94 35
3 Year 10.65 21
5 Year 14.94 22
10 Year 12.82 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 120.60
Bear Market (10/07 - 2/09) -50.70
Bull Market (2/09 - 3/21) 872.56

Load Adjusted Returns as of Mar 31, 2024

1 Year 29.94
5 Year 14.93
10 Year 12.81
Since Inception 8.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.34 NA NA NA
2023 7.57 8.60 -3.12 11.92
2022 -5.26 -16.50 -4.50 7.18
2021 6.01 8.55 0.18 10.08
2020 -19.96 21.70 9.42 13.59
2019 14.02 4.42 1.48 8.83

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.3426.66-19.0326.9121.0831.51-4.9522.4212.051.6712.54
% Total Return Rel to Index -0.210.42-0.83-1.772.680.02-0.550.630.110.28-1.10
% Total Return Rel to Peer 0.393.670.664.851.163.081.911.744.233.274.33
% Perf Quintile vs Peer* 0.002.003.002.003.002.003.003.002.002.002.00
% Dividends 0.391.551.471.311.311.271.181.081.010.890.82
% Yield 0.271.191.411.001.261.451.751.501.681.621.50
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.060.060.060.060.060.060.060.060.070.08

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