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NAESX: Vanguard Small Cap Index Inv (MUTUAL FUND)
Basic Info 96.1 0.54(0.57%) December 08
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 09/20/2023 |
| 12-Mo. Yield | 1.56% |
| Expenses | 0.05% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 10.5 | 7.6 | 3.3 | 8.6 | 7.9 | 12.6 | 6.0 | -17.7 | 17.6 | 18.9 | 27.2 | -9.4 | 16.1 | 18.2 | -3.8 | 7.4 | 37.6 | 18.0 | -2.8 | 27.7 | 36.1 | -36.1 | 1.2 | 15.6 | 7.4 | 19.9 | 45.6 | -20.0 | 3.1 | -3.2 | 11.3 | -10.7 | 17.4 | 8.7 | 24.1 | -4.3 | 11.4 | 15.4 | 39.5 | -21.0 | -7.5 | 24.0 | -17.5 | -13.7 | 13.5 | -25.2 | 1.9 | 14.0 | -2.8 | 20.8 |
| SR | NA | 0.37 | 0.18 | 0.07 | 0.28 | 0.33 | NA | 0.14 | -0.7 | 0.94 | 0.46 | 1.76 | -0.63 | 1.53 | 1.07 | -0.25 | 0.52 | 2.76 | 1.12 | -0.09 | 1.16 | 1.01 | -0.83 | -0.1 | 0.81 | 0.36 | 1.18 | 2.54 | -0.84 | 0.03 | -0.24 | 0.49 | -0.64 | 0.96 | 0.4 | 2.41 | -0.7 | 0.86 | 1.34 | 2.78 | -1.93 | -0.68 | 1.65 | -0.56 | -0.95 | 0.61 | -1.48 | -0.16 | 0.22 | -0.44 | 0.36 |
| DD(%) | NA | 15.8 | 15.8 | 28.2 | 41.8 | 41.8 | NA | 64.3 | 25.0 | 10.1 | 41.8 | 8.1 | 24.6 | 5.3 | 14.3 | 14.5 | 11.9 | 5.9 | 12.1 | 28.4 | 19.9 | 32.7 | 51.9 | 13.3 | 13.1 | 9.2 | 12.4 | 13.0 | 36.6 | 25.8 | 26.1 | 12.0 | 36.6 | 14.0 | 14.8 | 6.7 | 11.5 | 9.2 | 11.8 | 10.1 | 29.2 | 25.4 | 10.5 | 43.3 | 30.6 | 13.7 | 27.1 | 30.0 | 21.3 | 31.2 | 18.4 |
| SD(%) | NA | 18.4 | 18.6 | 21.8 | 25.8 | 20.9 | NA | 22.2 | 27.3 | 18.8 | 40.5 | 14.7 | 17.0 | 10.2 | 16.8 | 15.4 | 14.3 | 13.6 | 16.2 | 31.5 | 23.8 | 35.7 | 44.5 | 18.4 | 15.2 | 14.5 | 16.0 | 17.7 | 25.0 | 23.4 | 29.9 | 16.5 | 21.9 | 14.5 | 12.9 | 8.4 | 10.4 | 10.8 | 9.7 | 12.8 | 13.6 | 19.6 | 11.7 | 38.3 | 18.8 | 13.6 | 21.5 | 26.5 | 30.2 | 28.9 | 35.2 |
| TR | NA | 0.07 | 0.03 | 0.01 | 0.07 | 0.07 | NA | 0.03 | -0.19 | 0.18 | 0.19 | 0.26 | -0.11 | 0.16 | 0.18 | -0.04 | 0.07 | 0.38 | 0.18 | -0.03 | 0.28 | 0.36 | -0.37 | -0.02 | 0.12 | 0.05 | 0.19 | 0.45 | -0.21 | 0.01 | -0.07 | 0.08 | -0.14 | 0.14 | 0.05 | 0.2 | -0.07 | 0.09 | 0.13 | 0.36 | -0.26 | -0.13 | 0.19 | -0.21 | -0.18 | 0.08 | -0.32 | -0.04 | 0.07 | -0.13 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 12/08/2023.Latest Articles Related to NAESX
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