Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSIIX (VANGUARD SMALL-CAP VALUE INDEX FUND INSTITUTIONAL SHARES) | 12.48% | 27.34% | 17.22% | 8.14% | 10.50% | 11.01% | 8.51% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSIIX (VANGUARD SMALL-CAP VALUE INDEX FUND INSTITUTIONAL SHARES) | 12/22/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 27.34 | 17.22 | 8.14 | 10.50 | 11.01 | 8.51 | … | … | 12.48 | 9.10 | 12.42 | 15.95 | -9.31 | 28.12 | 5.86 | 22.81 | -12.23 | 11.80 | 24.80 | -4.67 | 10.58 | 36.63 | 18.71 | -3.97 | 24.97 | 28.08 | -34.19 | -9.13 | 17.14 | 4.29 | 21.65 | 34.82 | -17.10 | 6.63 | 14.20 | -2.72 |
| Sharpe Ratio | NA | 1.54 | 0.79 | 0.29 | 0.41 | NA | NA | … | … | 1.79 | 0.30 | 0.54 | 0.67 | -0.44 | 1.44 | 0.13 | 1.48 | -0.87 | 1.05 | 1.48 | -0.31 | 0.78 | 2.76 | 1.21 | -0.13 | 1.04 | 0.71 | -0.75 | -0.64 | 0.98 | 0.14 | 1.43 | 2.09 | -0.73 | 0.20 | 0.52 | -1.90 |
| Standard Deviation(%) | NA | 15.19 | 18.06 | 19.76 | 21.94 | NA | NA | … | … | 15.54 | 20.69 | 16.42 | 18.64 | 24.67 | 19.52 | 44.61 | 14.43 | 15.64 | 10.65 | 16.60 | 15.16 | 13.51 | 13.25 | 15.57 | 30.87 | 23.92 | 39.39 | 46.77 | 19.15 | 14.13 | 14.47 | 14.48 | 16.35 | 24.90 | 21.53 | 19.38 | 38.35 |
| Draw Down(%) | NA | 8.87 | 24.09 | 24.09 | 45.36 | NA | NA | … | … | 8.87 | 21.11 | 9.03 | 14.97 | 20.37 | 9.68 | 45.36 | 9.76 | 23.54 | 5.46 | 11.88 | 13.44 | 11.06 | 6.30 | 11.34 | 27.77 | 20.68 | 36.90 | 49.44 | 17.12 | 9.85 | 9.32 | 10.56 | 15.91 | 36.25 | 23.83 | 9.47 | 5.48 |
| Yield(%) | 0.00 | 2.19 | 2.61 | 2.13 | 2.95 | 4.04 | 3.27 | … | … | 0.58 | 2.11 | 2.19 | 2.41 | 1.80 | 2.25 | 1.76 | 2.48 | 2.01 | 1.96 | 2.20 | 1.87 | 1.95 | 2.45 | 3.00 | 2.05 | 2.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.80 |
Data as of 06/04/2026, Common starting date is 12/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSIIX (VANGUARD SMALL-CAP VALUE INDEX FUND INSTITUTIONAL SHARES) |
-21.19%
Feb 2006 – Feb 2009 |
-8.77%
Feb 2004 – Feb 2009 |
3.38%
Aug 2000 – Aug 2010 |
4.53%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSIIX (VANGUARD SMALL-CAP VALUE INDEX FUND INSTITUTIONAL SHARES) |
30.97%
Feb 2009 – Feb 2012 |
27.70%
Feb 2009 – Feb 2014 |
17.38%
Feb 2009 – Feb 2019 |
14.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart