Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSCPX (VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) | -2.40% | 8.11% | 11.49% | 11.32% | 7.99% | NA | NA | 10.37% |
Data as of 06/23/2025, AR inception is 12/14/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSCPX (VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) | 12/14/2010 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 8.11 | 11.49 | 11.32 | 7.99 | NA | NA | 10.37 | -2.40 | 14.25 | 18.19 | -17.59 | 17.75 | 19.09 | 27.40 | -9.31 | 16.27 | 17.76 | -3.62 | 7.55 | 37.85 | 18.29 | -2.65 | 0.47 |
| Sharpe Ratio | NA | 0.21 | 0.42 | 0.43 | 0.30 | NA | NA | 0.42 | -0.37 | 0.63 | 0.79 | -0.70 | 0.95 | 0.46 | 1.77 | -0.63 | 1.54 | 1.04 | -0.24 | 0.53 | 2.78 | 1.13 | -0.08 | 0.95 |
| Standard Deviation(%) | NA | 22.76 | 21.01 | 21.32 | 21.84 | NA | NA | 21.14 | 27.09 | 16.98 | 18.59 | 27.27 | 18.75 | 40.68 | 14.65 | 16.98 | 10.19 | 16.79 | 15.39 | 14.21 | 13.63 | 16.22 | 31.49 | 10.82 |
| Draw Down(%) | NA | 25.25 | 25.25 | 28.13 | 41.81 | NA | NA | 41.81 | 22.96 | 8.28 | 15.74 | 24.97 | 10.12 | 41.81 | 8.04 | 24.58 | 5.28 | 14.29 | 14.47 | 11.84 | 5.94 | 12.04 | 28.37 | 1.76 |
| Yield(%) | 0.00 | 1.56 | 1.73 | 2.03 | 1.99 | 2.84 | 2.13 | 3.04 | 0.39 | 1.50 | 1.84 | 1.26 | 1.48 | 1.36 | 1.77 | 1.50 | 1.56 | 1.26 | 1.44 | 1.56 | 1.77 | 2.17 | 1.33 | 0.00 |
Data as of 06/23/2025, AR inception is 12/14/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCPX (VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) |
-3.27%
Mar 2017 - Mar 2020 |
0.34%
Mar 2015 - Mar 2020 |
6.96%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCPX (VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL PLUS SHARES) |
23.60%
Sep 2011 - Sep 2014 |
17.00%
Feb 2016 - Feb 2021 |
15.30%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart