VTSIX
Vanguard Tax-Managed Small-Cap Fund Institutional Shares
Mutual fund
$113.71+1.38 (+1.23%)Close Oct 2, 2026
Apr 21, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $140,194
- CAGR
- +10.10%
- Max drawdown
- −57.81%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.45%
- 3M
- −4.92%
- 6M
- +11.45%
- YTD
- +16.60%
- 1Y
- +17.80%
- 3Y
- +16.09%
- 5Y
- +6.27%
- 10Y
- +10.07%
- 15Y
- +12.59%
- 20Y
- +9.50%
- 25Y
- +10.51%
- Since 1999
- +10.10%
Metrics
Since 1999| Volatility | 22.98% |
|---|---|
| Sortino ratio | 0.76 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +41.09% |
| Worst year, 2008 | −30.76% |
| 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 |
| −33.1% | 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 Apr 21 · 2026 through Oct 2