VTMSX
Vanguard Tax-Managed Small-Cap Fund Admiral Shares
Mutual fund
$113.45+1.37 (+1.22%)Close Oct 2, 2026
Mar 25, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $148,634
- CAGR
- +10.30%
- Max drawdown
- −57.84%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.46%
- 3M
- −4.92%
- 6M
- +11.43%
- YTD
- +16.58%
- 1Y
- +17.78%
- 3Y
- +16.06%
- 5Y
- +6.24%
- 10Y
- +10.04%
- 15Y
- +12.55%
- 20Y
- +9.46%
- 25Y
- +10.46%
- Since 1999
- +10.30%
Metrics
Since 1999| Volatility | 22.98% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +41.00% |
| Worst year, 2008 | −30.80% |
| Positive years | 21 of 26 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −57.8% | Jul 2007 | Mar 2009 | Jan 2011 | 3.5 years |
| −43.9% | Aug 2018 | Mar 2020 | Nov 2020 | 2.2 years |
| −33.2% | Apr 2002 | Oct 2002 | Oct 2003 | 1.5 years |
| −27.9% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −26.5% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
Annual returns
1999 from Mar 25 · 2026 through Oct 2