VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX)

Basic Info 89.69 0.86(0.95%)
May 16

VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES started on 10/28/2011
VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES is classified as asset class Small Growth
VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES expense ratio is 0.07%
VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES rating is
(24%)

VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) Dividend Info

VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) dividend growth in the last 12 months is 20.26%

The trailing 12-month yield of VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES is 0.80%. its dividend history:

DateDividend
03/21/2024 0.1419
12/20/2023 0.2174
09/20/2023 0.1102
06/22/2023 0.1324
03/22/2023 0.1145
12/21/2022 0.1648
09/22/2022 0.1373
06/22/2022 0.0839
12/23/2021 0.1309
09/23/2021 0.0521
06/23/2021 0.1067
03/24/2021 0.0672
12/23/2020 0.1766
09/24/2020 0.1047
06/24/2020 0.0457
03/09/2020 0.087
12/23/2019 0.1579
09/13/2019 0.0733
06/26/2019 0.0845
03/27/2019 0.0851
12/21/2018 0.1504
09/27/2018 0.1003
06/21/2018 0.0847
03/21/2018 0.083
12/20/2017 0.195
09/19/2017 0.073
06/20/2017 0.074
03/23/2017 0.118
12/21/2016 0.219
06/13/2016 0.125
03/14/2016 0.053
12/22/2015 0.162
09/24/2015 0.245
03/24/2015 0.01
12/19/2014 0.441
03/24/2014 0.005
12/23/2013 0.276
03/19/2013 0.004
12/21/2012 0.323
03/21/2012 0.003
12/22/2011 0.113

Dividend Growth History for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.5745 0.82% 48.83% -
2022 $0.386 0.39% 8.15% 48.83%
2021 $0.3569 0.39% -13.79% 26.87%
2020 $0.414 0.59% 3.29% 11.54%
2019 $0.4008 0.76% -4.21% 9.42%
2018 $0.4184 0.73% -9.04% 6.55%
2017 $0.46 0.98% 15.87% 3.77%
2016 $0.397 0.95% -4.80% 5.42%
2015 $0.417 0.94% -6.50% 4.09%
2014 $0.446 1.05% 59.29% 2.85%
2013 $0.28 0.87% -14.11% 7.45%
2012 $0.326 1.20% 188.50% 5.29%
2011 $0.113 0.40% - 14.51%

Dividend Growth Chart for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX)

VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) Historical Returns And Risk Info

From 10/28/2011 to 05/16/2024, the compound annualized total return (dividend reinvested) of VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 10.572%. Its cumulative total return (dividend reinvested) is 251.762%.

From 10/28/2011 to 05/16/2024, the Maximum Drawdown of VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 38.7%.

From 10/28/2011 to 05/16/2024, the Sharpe Ratio of VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 0.45.

From 10/28/2011 to 05/16/2024, the Annualized Standard Deviation of VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 21.3%.

From 10/28/2011 to 05/16/2024, the Beta of VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 1.0.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
10/28/2011		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 3.1 6.7 20.3 -0.0 8.1 8.9 10.6 21.4 -28.4 5.7 35.3 32.8 -5.7 21.9 10.5 -2.5 4.0 38.2 17.7 -3.7
Sharpe Ratio NA 0.45 0.77 -0.17 0.21 0.35 0.45 0.89 -0.91 0.28 0.91 1.99 -0.36 2.07 0.59 -0.16 0.26 2.65 1.03 -0.59
Draw Down(%) NA 8.8 17.9 38.4 38.7 38.7 38.7 17.9 33.5 13.6 38.7 7.8 26.0 5.1 17.1 15.8 13.3 5.4 12.7 12.2
Standard Deviation(%) NA 18.2 18.5 24.3 26.9 22.1 21.3 19.5 32.8 20.6 38.2 15.7 19.3 10.3 17.5 16.0 15.7 14.4 17.2 33.8
Treynor Ratio NA 0.08 0.14 -0.04 0.06 0.08 0.1 0.17 -0.3 0.06 0.35 0.31 -0.07 0.21 0.1 -0.03 0.04 0.38 0.18 -0.2
Alpha 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
Beta NA 1.0 1.0 1.0 1.0 1.0 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
RSquare NA 1.0 1.0 1.0 1.0 1.0 1.0 1.0 1.0 0.98 1.0 1.0 1.0 1.0 1.0 1.0 0.99 1.0 1.0 1.0
Yield(%) N/A 0.2 0.8 0.5 0.7 1.1 N/A 0.8 0.4 0.4 0.6 0.8 0.7 1.0 0.9 0.9 1.0 0.9 1.2 0.4
Dividend Growth(%) N/A -75.4 20.3 14.4 -1.3 N/A N/A 50.0 5.6 -14.3 5.0 -2.4 -10.9 17.9 -4.9 -6.8 57.1 -12.5 190.9 N/A

Return Calculator for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX)

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VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) Historical Return Chart

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VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/28/2011 to 05/16/2024, the worst annualized return of 3-year rolling returns for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is -2.72%.
From 10/28/2011 to 05/16/2024, the worst annualized return of 5-year rolling returns for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 3.38%.
From 10/28/2011 to 05/16/2024, the worst annualized return of 10-year rolling returns for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is 9.51%.
From 10/28/2011 to 05/16/2024, the worst annualized return of 20-year rolling returns for VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (VSGAX) is NA.

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