VTMSX vs. ^SP600
Compare and contrast key facts about Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) and S&P 600 (^SP600).
VTMSX is managed by Blackrock. It was launched on Mar 25, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTMSX or ^SP600.
Correlation
The correlation between VTMSX and ^SP600 is 0.71, 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
VTMSX vs. ^SP600 - Performance Comparison
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Key characteristics
VTMSX:
23.84%
^SP600:
26.57%
VTMSX:
-57.84%
^SP600:
-1.41%
VTMSX:
-17.58%
^SP600:
0.00%
Returns By Period
VTMSX
-9.73%
8.56%
-15.53%
-2.99%
13.36%
7.42%
^SP600
N/A
N/A
N/A
N/A
N/A
N/A
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Risk-Adjusted Performance
VTMSX vs. ^SP600 — Risk-Adjusted Performance Rank
VTMSX
^SP600
VTMSX vs. ^SP600 - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) and S&P 600 (^SP600). 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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Drawdowns
VTMSX vs. ^SP600 - Drawdown Comparison
The maximum VTMSX drawdown since its inception was -57.84%, which is greater than ^SP600's maximum drawdown of -1.41%. Use the drawdown chart below to compare losses from any high point for VTMSX and ^SP600. For additional features, visit the drawdowns tool.
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Volatility
VTMSX vs. ^SP600 - Volatility Comparison
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