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VRTGX: Vanguard Russell 2000 Growth Index Fund Institutional Shares (MUTUAL FUND)
Basic Info 364.2 8.64(2.43%) May 02
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 09/23/2010 |
| Last Dividend Date: | 09/26/2024 |
| 12-Mo. Yield | 0.30% |
| Expenses | 0.15% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/23/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | -9.0 | 3.6 | 5.5 | 9.1 | 6.7 | 10.1 | 15.0 | 18.8 | -26.3 | 2.9 | 34.8 | 28.8 | -9.2 | 22.3 | 11.1 | -1.2 | 5.8 | 43.5 | 14.6 | -3.3 | 22.2 |
| Sharpe Ratio | NA | -0.85 | -0.11 | 0.05 | 0.25 | 0.2 | 0.38 | 0.39 | 0.74 | -0.85 | 0.12 | 0.84 | 1.59 | -0.51 | 1.78 | 0.55 | -0.07 | 0.31 | 2.82 | 0.83 | -0.1 | 6.26 |
| Draw Down(%) | NA | 26.0 | 28.7 | 28.7 | 41.9 | 41.9 | 41.9 | 11.6 | 19.5 | 34.4 | 16.9 | 40.4 | 9.1 | 28.8 | 6.1 | 18.9 | 17.4 | 14.5 | 5.4 | 13.7 | 29.5 | 4.1 |
| Standard Deviation(%) | NA | 32.5 | 25.7 | 25.1 | 25.5 | 24.5 | 23.7 | 21.4 | 19.7 | 32.6 | 24.1 | 41.0 | 17.3 | 20.5 | 12.2 | 19.7 | 18.4 | 18.4 | 15.4 | 17.7 | 33.9 | 17.2 |
| Treynor Ratio | NA | -0.29 | -0.03 | 0.01 | 0.06 | 0.05 | 0.09 | 0.08 | 0.15 | -0.28 | 0.03 | 0.32 | 0.26 | -0.1 | 0.19 | 0.1 | -0.01 | 0.05 | 0.41 | 0.14 | -0.03 | 1.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 0.96 | 1.02 | 1.0 | 1.03 | 1.05 | 1.05 | 1.12 | 0.99 | 0.98 | 1.12 | 1.06 | 1.07 | 1.05 | 1.15 | 1.11 | 1.12 | 1.15 | 1.05 | 1.02 | 1.04 | 1.08 |
| RSquared | NA | 0.97 | 0.95 | 0.96 | 0.96 | 0.96 | 0.97 | 0.95 | 0.96 | 0.98 | 0.95 | 0.97 | 0.95 | 0.97 | 0.95 | 0.96 | 0.96 | 0.96 | 0.97 | 0.99 | 1.0 | 0.99 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.7 | 0.9 | 1.0 | N/A | 0.5 | 1.0 | 0.6 | 0.6 | 0.7 | 1.1 | 0.8 | 0.9 | 0.8 | 0.8 | 0.8 | 0.8 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -63.1 | 1.1 | 8.9 | N/A | N/A | -45.4 | 28.6 | -6.9 | 18.0 | -20.7 | 34.0 | 3.0 | 36.0 | -12.5 | 11.6 | 28.1 | -1.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2010
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