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VSMAX: VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 103.72 0.58(0.56%) April 26
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (80%) |
Start Date: | 11/13/2000 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.54% |
Expenses | 0.05% |
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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 11/14/2000 |
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(%) | 2.4 | 1.8 | 20.3 | 0.2 | 8.2 | 8.5 | 13.1 | 9.1 | 8.0 | 19.5 | -17.6 | 17.7 | 19.1 | 27.4 | -9.3 | 16.2 | 18.3 | -3.6 | 7.5 | 37.8 | 18.2 | -2.7 | 27.9 | 36.3 | -36.0 | 1.2 | 15.8 | 7.5 | 20.0 | 45.8 | -21.0 | 2.0 | -13.2 |
Sharpe Ratio | NA | -0.35 | 0.54 | -0.09 | 0.24 | 0.35 | NA | NA | 0.3 | 0.83 | -0.7 | 0.94 | 0.46 | 1.77 | -0.63 | 1.54 | 1.08 | -0.24 | 0.52 | 2.77 | 1.13 | -0.09 | 1.17 | 1.01 | -0.83 | -0.1 | 0.83 | 0.37 | 1.19 | 2.55 | -0.88 | -0.01 | -1.12 |
Draw Down(%) | NA | 7.8 | 15.7 | 28.1 | 41.8 | 41.8 | NA | NA | 59.7 | 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 | 32.6 | 51.8 | 13.2 | 13.1 | 9.2 | 12.4 | 13.0 | 36.6 | 25.8 | 22.9 |
Standard Deviation(%) | NA | 16.2 | 17.3 | 21.4 | 25.7 | 21.0 | NA | NA | 23.4 | 18.6 | 27.3 | 18.8 | 40.5 | 14.7 | 17.0 | 10.2 | 16.8 | 15.4 | 14.4 | 13.6 | 16.2 | 31.5 | 23.8 | 35.8 | 44.5 | 18.5 | 15.2 | 14.5 | 16.0 | 17.7 | 25.1 | 23.3 | 63.6 |
Treynor Ratio | NA | -0.06 | 0.09 | -0.02 | 0.06 | 0.07 | NA | NA | 0.07 | 0.15 | -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 | 0.13 | 0.05 | 0.19 | 0.45 | -0.22 | 0.0 | -0.53 |
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 | -0.44 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 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 | 1.0 | 1.0 | 1.0 | 1.34 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.98 | 1.0 | 1.0 | 0.99 | 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 | 0.63 |
Yield(%) | N/A | 0.3 | 1.8 | 1.3 | 1.7 | 2.2 | 4.6 | 3.3 | N/A | 1.8 | 1.2 | 1.5 | 1.3 | 1.8 | 1.5 | 1.5 | 1.8 | 1.4 | 1.5 | 1.7 | 2.1 | 1.3 | 1.4 | 1.5 | 1.3 | 1.4 | 1.3 | 1.2 | 1.3 | 1.4 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -79.9 | 7.6 | 32.4 | 38.0 | 155.8 | N/A | N/A | N/A | 17.8 | 0.7 | 26.4 | -4.5 | 5.7 | 9.4 | 4.3 | 17.9 | -2.5 | 15.9 | -4.2 | 60.0 | 18.4 | 22.6 | -27.9 | -4.4 | 18.4 | 22.6 | 6.9 | 31.8 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2000
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