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VTCIX vs. TWCUX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VTCIX vs. TWCUX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) and American Century Ultra Fund (TWCUX).

VTCIX is managed by Blackrock. It was launched on Feb 24, 1999. TWCUX is managed by American Century Investments. It was launched on Nov 2, 1981.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTCIX or TWCUX.

Correlation

The correlation between VTCIX and TWCUX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

VTCIX vs. TWCUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) and American Century Ultra Fund (TWCUX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VTCIX:

9.97%

TWCUX:

9.79%

Max Drawdown

VTCIX:

-0.77%

TWCUX:

-0.69%

Current Drawdown

VTCIX:

-0.06%

TWCUX:

-0.04%

Returns By Period

VTCIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

TWCUX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VTCIX vs. TWCUX - Expense Ratio Comparison

VTCIX has a 0.06% expense ratio, which is lower than TWCUX's 0.93% expense ratio.

TWCUX
American Century Ultra Fund
VTCIX
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

Risk-Adjusted Performance

VTCIX vs. TWCUX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VTCIX
The Risk-Adjusted Performance Rank of VTCIX is 6262
Overall Rank
The Sharpe Ratio Rank of VTCIX is 5858
Sharpe Ratio Rank
The Sortino Ratio Rank of VTCIX is 6060
Sortino Ratio Rank
The Omega Ratio Rank of VTCIX is 6262
Omega Ratio Rank
The Calmar Ratio Rank of VTCIX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VTCIX is 6262
Martin Ratio Rank
TWCUX
The Risk-Adjusted Performance Rank of TWCUX is 4242
Overall Rank
The Sharpe Ratio Rank of TWCUX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCUX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of TWCUX is 4242
Omega Ratio Rank
The Calmar Ratio Rank of TWCUX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of TWCUX is 4040
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VTCIX vs. TWCUX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares (VTCIX) and American Century Ultra Fund (TWCUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

VTCIX vs. TWCUX - Dividend Comparison

VTCIX's dividend yield for the trailing twelve months is around 1.13%, less than TWCUX's 3.91% yield.

TTM20242023202220212020201920182017201620152014
VTCIX
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares		1.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TWCUX
American Century Ultra Fund		3.91%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VTCIX vs. TWCUX - Drawdown Comparison

The maximum VTCIX drawdown since its inception was -0.77%, which is greater than TWCUX's maximum drawdown of -0.69%. Use the drawdown chart below to compare losses from any high point for VTCIX and TWCUX. For additional features, visit the drawdowns tool.

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Volatility

VTCIX vs. TWCUX - Volatility Comparison

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