Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSMVX (VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND INSTITUTIONAL SHARES) | -5.25% | -0.99% | 6.53% | 13.00% | 7.59% | NA | NA | 11.30% |
Data as of 07/18/2025, AR inception is 09/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSMVX (VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND INSTITUTIONAL SHARES) | 09/10/2010 | 07/18/2025 |
| 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 (%) | -1.32 | -0.99 | 6.53 | 13.00 | 7.59 | NA | NA | 11.30 | -5.25 | 7.53 | 14.85 | -11.12 | 30.85 | 2.79 | 24.48 | -12.67 | 11.64 | 30.66 | -6.75 | 8.96 | 39.97 | 18.20 | -1.33 | 21.70 |
| Sharpe Ratio | NA | -0.17 | 0.14 | 0.46 | 0.25 | NA | NA | 0.42 | -0.47 | 0.19 | 0.52 | -0.52 | 1.34 | 0.05 | 1.36 | -0.81 | 0.86 | 1.67 | -0.43 | 0.62 | 2.84 | 1.03 | -0.04 | 4.86 |
| Standard Deviation(%) | NA | 24.57 | 22.76 | 23.30 | 24.29 | NA | NA | 23.12 | 26.86 | 20.54 | 21.67 | 24.00 | 23.04 | 47.79 | 16.97 | 17.33 | 12.83 | 18.21 | 15.89 | 14.40 | 14.05 | 17.72 | 32.91 | 18.22 |
| Draw Down(%) | NA | 28.56 | 28.56 | 28.56 | 47.61 | NA | NA | 47.61 | 25.26 | 8.95 | 21.85 | 22.07 | 12.69 | 45.61 | 11.39 | 27.68 | 7.13 | 11.35 | 14.61 | 11.12 | 5.06 | 13.53 | 26.78 | 4.34 |
| Yield(%) | 0.00 | 1.46 | 2.04 | 2.79 | 2.41 | 3.74 | 2.81 | 4.01 | 0.32 | 1.96 | 2.16 | 1.61 | 2.16 | 1.48 | 2.00 | 1.61 | 1.68 | 1.16 | 1.31 | 2.80 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 09/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMVX (VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND INSTITUTIONAL SHARES) |
-8.62%
Mar 2017 - Mar 2020 |
-1.77%
Mar 2015 - Mar 2020 |
6.41%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMVX (VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND INSTITUTIONAL SHARES) |
25.28%
Mar 2020 - Mar 2023 |
18.27%
Sep 2011 - Sep 2016 |
15.07%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart