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

(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET

$149.52 USD

-0.05 (-0.03%)

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, 2025

Total Return %* Percentile Rank Objective
YTD -5.02 40
3 months -7.93 33
6 months -1.71 31
1 Year 11.46 22
3 Year 11.79 28
5 Year 15.41 17
10 Year 12.14 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) 1,025.65

Load Adjusted Returns as of Apr 30, 2025

1 Year 7.14
5 Year 18.41
10 Year 12.29
Since Inception 8.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.51 NA NA NA
2024 10.34 3.38 5.79 2.58
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

Annual Return

20252024202320222021202020192018201720162015
% Total Return -5.0223.8126.66-19.0326.9121.0831.51-4.9522.4212.051.67
% Total Return Rel to Index -0.10-1.210.42-0.83-1.772.680.02-0.550.630.110.28
% Total Return Rel to Peer 0.444.413.670.664.851.163.081.911.744.233.27
% Perf Quintile vs Peer* 0.000.002.003.002.003.002.003.003.002.002.00
% Dividends 0.431.601.551.471.311.311.271.181.081.010.89
% Yield 0.281.001.251.411.001.261.451.751.501.681.62
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.060.060.060.060.060.060.060.060.060.07

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