Vanguard Tax Managed Small Cap Fund Admiral Cl: (MF: VTMSX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 05:41 PM ET
$100.53 USD
+0.26 (0.26%)
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.06 | 63 |
| 3 months | 2.74 | 48 |
| 6 months | 15.48 | 45 |
| 1 Year | -2.43 | 66 |
| 3 Year | 7.60 | 70 |
| 5 Year | 9.02 | 39 |
| 10 Year | 9.19 | 38 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 138.92 |
| Bear Market (10/07 - 2/09) | -50.89 |
| Bull Market (2/09 - 3/21) | 797.34 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 3.63 |
| 5 Year | 12.83 |
| 10 Year | 9.91 |
| Since Inception | 9.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.92 | 4.93 | 9.03 | NA |
| 2024 | 2.45 | -3.17 | 10.09 | -0.55 |
| 2023 | 2.50 | 3.38 | -4.88 | 15.03 |
| 2022 | -5.53 | -14.09 | -5.31 | 9.12 |
| 2021 | 18.24 | 4.48 | -2.79 | 5.81 |
| 2020 | -32.24 | 21.33 | 3.30 | 30.76 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.06 | 8.61 | 15.94 | -16.14 | 27.07 | 11.05 | 23.27 | -8.62 | 13.05 | 25.70 | -1.85 |
| % Total Return Rel to Index | -11.43 | -16.40 | -10.30 | 2.06 | -1.60 | -7.34 | -8.21 | -4.22 | -8.74 | 13.76 | -3.23 |
| % Total Return Rel to Peer | -1.47 | -3.31 | -0.13 | 3.37 | 7.76 | -7.94 | -2.15 | 2.15 | -2.54 | 9.75 | 2.87 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 1.00 | 2.00 |
| % Dividends | 0.88 | 1.35 | 1.31 | 1.16 | 1.08 | 0.81 | 0.77 | 0.70 | 0.68 | 0.55 | 0.56 |
| % Yield | 0.84 | 1.36 | 1.32 | 1.42 | 1.09 | 1.03 | 1.08 | 1.19 | 1.04 | 0.95 | 1.19 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.09 | 0.09 | 0.09 | 0.09 | 0.09 | 0.09 | 0.09 | 0.09 | 0.09 | 0.09 | 0.11 |
* 1 = Top 20%, 5 = Bottom 20%
