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NAESX: VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 118.17 0.72(0.61%) July 25
See more info about NAESXAsset Class: | SMALL BLEND |
MyPlanIQ Rating: | (99%) |
Start Date: | 01/02/1980 |
Last Dividend Date: | 06/30/2025 |
12-Mo. Yield | 1.33% |
Expenses | 0.03% |
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Performance Analytics (As of 07/25/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.4 | 3.3 | 10.6 | 10.9 | 11.8 | 8.8 | 11.3 | 8.9 | 6.3 |
Sharpe Ratio ? | NA | 0.02 | 0.21 | 0.43 | 0.45 | 0.33 | NA | NA | 0.15 |
Draw Down(%) ? | NA | 23.0 | 25.3 | 25.3 | 28.2 | 41.8 | NA | NA | 64.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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Top Rated Funds in SMALL BLEND
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