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VCSLX: SMALL CAP INDEX FUND SMALL CAP INDEX FUND (MUTUAL FUND)
Basic Info 19.02 0.69(3.50%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 12/27/1995 |
| Last Dividend Date: | 03/05/2026 |
| 12-Mo. Yield | 6.95% |
| Expenses | 0.36% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1995 |
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 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 14.4 | 36.2 | 17.3 | 3.2 | 7.0 | 7.7 | 5.0 | 6.5 | 12.1 | 11.2 | 16.0 | -28.5 | 9.5 | 1.8 | 25.0 | -11.2 | 14.4 | 21.4 | -4.5 | 4.8 | 38.6 | 16.1 | -4.3 | 26.6 | 21.8 | -41.6 | -10.6 | 12.0 | 1.1 | 17.9 | 46.5 | -20.8 | 1.9 | -3.3 | 21.5 | -2.1 | 22.6 | 16.7 | 2.2 |
| Sharpe Ratio | NA | 1.65 | 1.71 | 0.66 | 0.03 | 0.22 | NA | NA | 0.2 | 0.41 | 0.37 | 0.62 | -1.03 | 0.43 | 0.03 | 1.46 | -0.7 | 1.15 | 1.15 | -0.27 | 0.29 | 2.62 | 0.95 | -0.13 | 1.05 | 0.6 | -0.87 | -0.65 | 0.47 | -0.07 | 0.95 | 2.43 | -0.87 | -0.02 | -0.25 | 1.28 | -0.28 | 1.44 | 1.24 | 124.39 |
| Draw Down(%) | NA | 11.2 | 11.2 | 27.6 | 38.7 | 50.7 | NA | NA | 67.4 | 23.9 | 10.1 | 18.1 | 34.3 | 12.3 | 50.4 | 9.6 | 27.0 | 6.4 | 15.9 | 16.1 | 12.8 | 5.3 | 12.7 | 29.2 | 20.3 | 33.9 | 49.2 | 18.0 | 13.9 | 11.5 | 14.4 | 13.0 | 37.2 | 26.6 | 25.6 | 11.9 | 35.9 | 9.4 | 14.8 | 0.0 |
| Standard Deviation(%) | NA | 20.9 | 19.6 | 21.2 | 22.8 | 24.1 | NA | NA | 23.7 | 22.9 | 20.7 | 20.1 | 29.0 | 22.1 | 45.0 | 16.1 | 18.0 | 12.0 | 18.5 | 16.7 | 16.3 | 14.8 | 17.1 | 33.2 | 25.2 | 36.3 | 48.7 | 21.1 | 18.4 | 16.2 | 17.8 | 18.8 | 25.1 | 23.4 | 29.5 | 14.1 | 20.0 | 13.0 | 10.5 | 12.1 |
| Treynor Ratio | NA | 0.3 | 0.29 | 0.13 | 0.01 | 0.05 | NA | NA | 0.05 | 0.09 | 0.06 | 0.12 | -0.3 | 0.08 | 0.02 | 0.22 | -0.12 | 0.12 | 0.2 | -0.04 | 0.04 | 0.36 | 0.15 | -0.04 | 0.25 | 0.22 | -0.4 | -0.13 | 0.08 | -0.01 | 0.15 | 0.43 | -0.22 | -0.01 | -0.08 | 0.25 | -0.06 | 0.23 | 0.2 | -8.21 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | -0.02 | -0.01 | -0.05 | -0.04 | -0.06 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.04 | -0.02 | -0.05 | -0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.04 | 0.03 | 0.03 | 0.03 | 1.61 |
| Beta | NA | 1.15 | 1.15 | 1.1 | 1.06 | 1.04 | NA | NA | 1.02 | 1.03 | 1.19 | 1.07 | 0.99 | 1.14 | 1.02 | 1.08 | 1.05 | 1.16 | 1.08 | 1.07 | 1.11 | 1.07 | 1.05 | 1.05 | 1.05 | 1.0 | 1.05 | 1.06 | 1.14 | 1.09 | 1.11 | 1.06 | 1.0 | 1.0 | 0.98 | 0.72 | 0.86 | 0.83 | 0.66 | -1.83 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.92 | 0.88 | NA | NA | 0.92 | 0.96 | 0.95 | 0.97 | 0.86 | 0.93 | 0.85 | 0.97 | 0.98 | 0.96 | 0.97 | 0.97 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 0.96 | 0.93 | 0.85 | 0.9 | 0.95 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.69 | 0.87 | 0.84 | 0.65 | 1.0 |
| Yield(%) | N/A | 5.7 | 6.9 | 4.8 | 5.0 | 6.2 | 7.1 | 4.6 | N/A | 4.3 | 1.3 | 24.1 | 0.6 | 0.9 | 1.5 | 10.6 | 6.5 | 6.2 | 9.0 | 6.5 | 3.5 | 0.0 | 1.4 | 1.0 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 | 0.9 | 0.6 | 0.9 | 15.1 | 13.1 | 11.7 | 9.0 | 10.6 | 8.5 | 2.1 |
| Dividend Growth(%) | N/A | 42.9 | 42.9 | -55.4 | 13.2 | 163.8 | 44.8 | N/A | N/A | 270.3 | -95.2 | 2543.3 | -20.6 | -40.2 | -84.3 | 35.2 | 12.7 | -22.5 | 21.5 | 88.8 | N/A | -100.0 | 38.5 | 22.2 | N/A | N/A | N/A | N/A | -100.0 | 26.7 | 93.5 | -39.2 | -94.9 | -7.3 | 19.9 | 14.8 | -3.7 | 33.3 | 296.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1995
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