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VSGIX: VANGUARD SMALL-CAP GROWTH INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 69.1 0.59(0.86%) April 26
Asset Class: | Small Growth |
MyPlanIQ Rating: | (87%) |
Start Date: | 06/20/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.65% |
Expenses | 0.07% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | 1.7 | 17.9 | -5.1 | 6.5 | 8.1 | 13.0 | 9.0 | 8.1 | 23.1 | -28.4 | 5.7 | 35.3 | 32.8 | -5.7 | 21.9 | 10.7 | -2.5 | 4.0 | 38.2 | 17.7 | -1.4 | 31.0 | 42.1 | -39.9 | 9.8 | 12.1 | 8.8 | 16.3 | 43.1 | -15.6 | -0.9 | -12.5 |
Sharpe Ratio | NA | -0.48 | 0.35 | -0.29 | 0.17 | 0.31 | NA | NA | 0.29 | 0.97 | -0.91 | 0.27 | 0.92 | 1.99 | -0.36 | 2.08 | 0.6 | -0.16 | 0.26 | 2.65 | 1.04 | -0.04 | 1.29 | 1.28 | -0.94 | 0.37 | 0.52 | 0.45 | 0.83 | 2.18 | -0.67 | -0.13 | -0.83 |
Draw Down(%) | NA | 8.8 | 17.9 | 38.4 | 38.7 | 38.7 | NA | NA | 58.7 | 17.9 | 33.5 | 13.6 | 38.7 | 7.8 | 26.0 | 5.1 | 17.1 | 15.8 | 13.3 | 5.4 | 12.7 | 29.0 | 19.2 | 28.4 | 54.2 | 11.8 | 17.0 | 9.8 | 17.8 | 12.9 | 30.8 | 25.3 | 19.5 |
Standard Deviation(%) | NA | 18.4 | 18.5 | 24.4 | 26.9 | 22.1 | NA | NA | 23.7 | 19.5 | 32.8 | 20.8 | 38.2 | 15.7 | 19.2 | 10.3 | 17.5 | 16.0 | 15.7 | 14.4 | 17.2 | 32.4 | 23.9 | 32.8 | 43.3 | 18.3 | 16.9 | 14.8 | 18.5 | 19.5 | 25.0 | 25.3 | 31.8 |
Treynor Ratio | NA | -0.09 | 0.06 | -0.07 | 0.05 | 0.07 | NA | NA | 0.07 | 0.19 | -0.3 | 0.06 | 0.35 | 0.31 | -0.07 | 0.21 | 0.11 | -0.03 | 0.04 | 0.38 | 0.18 | -0.01 | 0.31 | 0.42 | -0.41 | 0.07 | 0.09 | 0.07 | 0.15 | 0.42 | -0.17 | -0.03 | -0.26 |
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 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 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 |
RSquared | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 0.98 | 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 |
Yield(%) | N/A | 0.2 | 0.8 | 0.5 | 0.7 | 1.1 | 2.4 | 1.7 | N/A | 0.8 | 0.4 | 0.4 | 0.6 | 0.8 | 0.7 | 1.0 | 1.2 | 1.0 | 1.1 | 0.9 | 1.2 | 0.5 | 0.6 | 0.6 | 0.6 | 0.7 | 0.5 | 0.4 | 0.3 | 0.3 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -74.5 | 25.0 | 14.0 | -5.3 | 208.3 | N/A | N/A | N/A | 51.6 | 3.3 | -11.8 | 3.0 | -2.9 | -10.5 | -7.3 | 20.6 | -5.6 | 63.6 | -15.4 | 116.7 | 9.1 | 57.1 | -41.7 | 0.0 | 50.0 | 33.3 | 50.0 | 33.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2000
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