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Vanguard Tax-Managed Small Cap I (VTSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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87.19+0.69 (+0.80%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.70%
5-year average return7.40%
Number of years up19
Number of years down5
Best 1-yr total return (2 May 2024)41.09%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return41.09%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVTSIXCategory
YTD-3.27%20.19%
1-month-5.59%0.02%
3-month0.70%4.36%
1-year12.55%60.18%
3-year-0.30%11.32%
5-year7.14%13.88%
10-year8.49%11.19%
Last bull market25.02%27.98%
Last bear market-14.08%-24.08%

Annual total return (%) history

Year
VTSIXCategory
2024
N/AN/A
2023
15.99%N/A
2022
-16.12%N/A
2021
27.11%N/A
2020
11.10%10.99%
2019
23.30%23.75%
2018
-8.59%-12.72%
2017
13.08%12.28%
2016
25.78%20.78%
2015
-1.80%-5.38%
2014
6.26%3.79%
2013
41.09%37.39%
2012
16.05%15.46%
2011
1.26%-4.07%
2010
26.09%25.61%
2009
25.75%31.80%
2008
-30.77%-36.56%
2007
0.51%-1.10%
2006
14.24%15.03%
2005
7.82%6.75%
2004
22.83%18.94%
2003
38.68%43.41%
2002
-14.36%-16.22%
2001
5.53%8.92%
2000
13.53%11.89%
1999
N/A19.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.46%N/AN/AN/A
20232.52%3.38%-4.88%15.05%
2022-5.53%-14.08%-5.31%9.13%
202118.25%4.50%-2.79%5.82%
2020-32.24%21.34%3.33%30.77%
201911.83%1.92%0.12%8.06%
20180.65%8.57%4.60%-20.03%
20170.95%1.69%5.99%3.93%
20162.43%3.33%6.96%11.10%
20154.05%0.13%-8.96%3.53%
20141.15%2.11%-6.57%10.12%
201311.69%4.02%10.65%9.76%
201211.94%-3.60%5.33%2.10%
20117.76%-0.07%-19.82%17.27%
20108.59%-8.70%9.58%16.06%
2009-16.74%21.05%18.75%5.08%
2008-7.74%0.84%-1.09%-24.78%
20073.28%5.22%-1.54%-6.06%
200612.82%-4.83%-1.39%7.90%
2005-1.97%3.98%5.39%0.37%
20046.18%3.67%-1.25%13.00%
2003-5.76%19.75%6.99%14.85%
20026.97%-6.33%-18.39%4.74%
2001-7.38%13.73%-16.81%20.43%
20006.26%1.27%4.79%0.67%
1999-4.41%12.54%N/AN/A

Rank in category (by total return)

YTD83
1-month24
3-month78
1-year65
3-year57
5-year53

Load adjusted returns

1-year12.55%
3-year-0.30%
5-year7.14%
10-year8.49%