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VSCIX: VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 113.6 0.18(0.16%) June 30
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 1.56% |
| Expenses | 0.05% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | -0.9 | 10.2 | 10.8 | 12.4 | 8.2 | 11.7 | 9.0 | 8.5 | 14.2 | 18.2 | -17.6 | 17.7 | 19.1 | 27.4 | -9.3 | 16.2 | 18.3 | -3.6 | 7.6 | 37.8 | 18.2 | -2.6 | 27.9 | 36.4 | -36.0 | 1.3 | 15.8 | 7.6 | 20.1 | 45.9 | -19.9 | 3.3 | -3.1 | 23.4 | -3.1 | -1.2 |
| Sharpe Ratio | NA | -0.18 | 0.31 | 0.35 | 0.5 | 0.32 | NA | NA | 0.31 | 0.62 | 0.79 | -0.7 | 0.94 | 0.46 | 1.77 | -0.63 | 1.54 | 1.08 | -0.24 | 0.53 | 2.77 | 1.13 | -0.08 | 1.17 | 1.02 | -0.83 | -0.1 | 0.82 | 0.37 | 1.19 | 2.56 | -0.84 | 0.04 | -0.24 | 1.4 | -0.33 | -1.18 |
| Draw Down(%) | NA | 23.0 | 25.3 | 25.3 | 28.1 | 41.8 | NA | NA | 59.7 | 8.3 | 15.7 | 25.0 | 10.1 | 41.8 | 8.0 | 24.6 | 5.3 | 14.3 | 14.5 | 11.8 | 5.9 | 12.0 | 28.4 | 19.9 | 32.7 | 51.8 | 13.2 | 13.1 | 9.2 | 12.4 | 13.0 | 36.6 | 25.8 | 26.0 | 12.0 | 36.6 | 4.7 |
| Standard Deviation(%) | NA | 26.6 | 22.8 | 20.9 | 21.2 | 21.8 | NA | NA | 22.9 | 17.0 | 18.6 | 27.3 | 18.8 | 40.6 | 14.7 | 17.0 | 10.2 | 16.8 | 15.4 | 14.3 | 13.6 | 16.2 | 31.5 | 23.8 | 35.8 | 44.6 | 18.4 | 15.2 | 14.5 | 16.0 | 17.6 | 25.0 | 23.4 | 29.9 | 14.3 | 20.2 | 36.6 |
| Treynor Ratio | NA | -0.05 | 0.07 | 0.07 | 0.11 | 0.07 | NA | NA | 0.07 | 0.11 | 0.15 | -0.19 | 0.18 | 0.19 | 0.26 | -0.11 | 0.16 | 0.18 | -0.04 | 0.08 | 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 | 0.28 | -0.08 | -0.52 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.05 | 0.02 | 0.13 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.99 | 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 | 0.73 | 0.87 | 0.83 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 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 | 0.7 | 0.87 | 1.0 |
| Yield(%) | N/A | 0.4 | 1.2 | 1.7 | 2.0 | 2.1 | 3.8 | 3.2 | N/A | 1.5 | 1.8 | 1.2 | 1.5 | 1.4 | 1.8 | 1.5 | 1.5 | 1.8 | 1.4 | 1.5 | 1.7 | 2.1 | 1.3 | 1.5 | 1.5 | 1.4 | 1.4 | 1.4 | 1.3 | 1.3 | 1.5 | 1.1 | 1.4 | 14.3 | 11.2 | 7.2 | 1.2 |
| Dividend Growth(%) | N/A | -70.7 | -24.2 | 20.3 | 33.6 | 139.0 | N/A | N/A | N/A | -5.5 | 17.5 | 0.8 | 25.8 | -3.5 | 4.8 | 10.2 | 3.7 | 17.7 | -2.0 | 16.2 | -4.5 | 57.1 | 11.1 | 29.2 | -27.6 | -4.5 | 15.9 | 20.7 | 9.5 | 29.9 | 6.8 | -15.4 | -92.2 | 39.6 | 39.0 | 493.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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See SMALL BLEND Asset Class Trend Rankings |
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