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Vanguard Tax-managed Capital Appreciation Fund Institutional Shares: (MF: VTCIX)
(NASDAQ Mutual Funds) As of Jan 16, 2026 05:29 PM ET
$177.64 USD
-0.14 (-0.08%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.47 | 22 |
| 3 months | 2.58 | 32 |
| 6 months | 10.88 | 20 |
| 1 Year | 17.48 | 22 |
| 3 Year | 22.59 | 30 |
| 5 Year | 13.62 | 16 |
| 10 Year | 14.66 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.60 |
| Bear Market (10/07 - 2/09) | -50.71 |
| Bull Market (2/09 - 3/21) | 1,181.94 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 17.47 |
| 5 Year | 13.61 |
| 10 Year | 14.66 |
| Since Inception | 8.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.51 | 10.95 | 8.08 | 2.58 |
| 2024 | 10.34 | 3.38 | 5.79 | 2.58 |
| 2023 | 7.57 | 8.60 | -3.12 | 11.92 |
| 2022 | -5.26 | -16.50 | -4.50 | 7.18 |
| 2021 | 6.01 | 8.55 | 0.18 | 10.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.47 | 23.81 | 26.66 | -19.03 | 26.91 | 21.08 | 31.51 | -4.95 | 22.42 | 12.05 |
| % Total Return Rel to Index | -0.74 | -1.21 | 0.42 | -0.83 | -1.77 | 2.68 | 0.02 | -0.55 | 0.63 | 0.11 |
| % Total Return Rel to Peer | 4.76 | 4.41 | 3.67 | 0.66 | 4.85 | 1.16 | 3.08 | 1.91 | 1.74 | 4.23 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 1.68 | 1.60 | 1.55 | 1.47 | 1.31 | 1.31 | 1.27 | 1.18 | 1.08 | 1.01 |
| % Yield | 0.90 | 1.00 | 1.27 | 1.41 | 1.00 | 1.26 | 1.45 | 1.75 | 1.50 | 1.68 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 |
* 1 = Top 20%, 5 = Bottom 20%