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VSCPX: VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 292.02 2.26(0.77%) April 17
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (15%) |
Start Date: | 12/14/2010 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.56% |
Expenses | 0.05% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/14/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.2 | -0.7 | 13.2 | 0.1 | 7.6 | 8.5 | 10.0 | 18.2 | -17.6 | 17.8 | 19.1 | 27.4 | -9.3 | 16.3 | 17.8 | -3.6 | 7.5 | 37.8 | 18.3 | -2.6 | 0.5 |
Sharpe Ratio | NA | 0.21 | 0.8 | -0.04 | 0.26 | 0.37 | 0.45 | 0.76 | -0.7 | 0.95 | 0.46 | 1.77 | -0.63 | 1.54 | 1.05 | -0.24 | 0.53 | 2.78 | 1.13 | -0.08 | 0.95 |
Draw Down(%) | NA | 5.2 | 15.7 | 28.1 | 41.8 | 41.8 | 41.8 | 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 | 1.8 |
Standard Deviation(%) | NA | 16.5 | 17.3 | 21.3 | 25.7 | 21.0 | 21.1 | 18.6 | 27.3 | 18.6 | 40.6 | 14.7 | 17.0 | 10.2 | 16.8 | 15.4 | 14.2 | 13.6 | 16.2 | 31.5 | 10.8 |
Treynor Ratio | NA | 0.03 | 0.14 | -0.01 | 0.07 | 0.08 | 0.09 | 0.14 | -0.19 | 0.18 | 0.19 | 0.26 | -0.11 | 0.16 | 0.18 | -0.04 | 0.08 | 0.38 | 0.18 | -0.03 | 0.09 |
Alpha | 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 | -0.11 |
Beta | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.13 |
RSquared | NA | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 0.95 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.77 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/14/2010
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