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VISGX: VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 96.18 4.05(4.04%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/27/1998 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 0.46% |
| Expenses | 0.07% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/27/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.7 | 13.4 | 27.7 | 16.2 | 4.8 | 11.3 | 10.5 | 9.6 | 9.1 | 8.3 | 16.4 | 21.3 | -28.5 | 5.6 | 35.1 | 32.6 | -5.8 | 21.8 | 10.6 | -2.6 | 3.9 | 38.0 | 17.5 | -1.6 | 30.7 | 41.8 | -40.0 | 9.6 | 11.9 | 8.6 | 16.1 | 43.7 | -15.2 | -0.9 | -3.6 | 19.8 | -0.8 |
| Sharpe Ratio | NA | 2.12 | 1.66 | 0.74 | 0.13 | 0.44 | NA | NA | 0.33 | 0.23 | 0.68 | 0.91 | -0.92 | 0.27 | 0.91 | 1.98 | -0.37 | 2.06 | 0.59 | -0.17 | 0.25 | 2.63 | 1.03 | -0.05 | 1.28 | 1.27 | -0.94 | 0.36 | 0.51 | 0.43 | 0.82 | 2.21 | -0.65 | -0.14 | -0.22 | 1.06 | -0.17 |
| Draw Down(%) | NA | 11.4 | 11.4 | 27.5 | 38.4 | 38.7 | NA | NA | 58.7 | 25.7 | 10.3 | 18.0 | 33.5 | 13.7 | 38.7 | 7.8 | 26.0 | 5.1 | 17.1 | 15.8 | 13.4 | 5.5 | 12.7 | 29.0 | 19.1 | 28.4 | 54.3 | 11.9 | 17.0 | 9.8 | 17.8 | 12.4 | 30.8 | 25.4 | 26.3 | 13.6 | 35.9 |
| Standard Deviation(%) | NA | 22.1 | 19.5 | 21.1 | 23.5 | 23.1 | NA | NA | 23.8 | 24.1 | 18.7 | 19.5 | 32.8 | 20.9 | 38.1 | 15.8 | 19.3 | 10.3 | 17.5 | 16.0 | 15.7 | 14.4 | 17.2 | 32.4 | 23.9 | 32.8 | 43.3 | 18.3 | 16.9 | 14.9 | 18.4 | 19.5 | 24.9 | 25.3 | 35.5 | 15.6 | 28.3 |
| Treynor Ratio | NA | 0.47 | 0.32 | 0.16 | 0.03 | 0.1 | NA | NA | 0.08 | 0.05 | 0.13 | 0.18 | -0.3 | 0.06 | 0.35 | 0.31 | -0.07 | 0.21 | 0.1 | -0.03 | 0.04 | 0.38 | 0.18 | -0.02 | 0.31 | 0.42 | -0.41 | 0.07 | 0.09 | 0.06 | 0.15 | 0.43 | -0.16 | -0.03 | -0.08 | 0.16 | -0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 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 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.1 | 0.5 | 0.6 | 0.4 | 0.9 | 1.2 | 1.3 | N/A | 0.5 | 0.5 | 0.7 | 0.3 | 0.3 | 0.5 | 0.6 | 0.6 | 0.8 | 1.1 | 0.8 | 0.9 | 0.6 | 1.0 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.3 | 0.3 | 0.2 | 0.8 | 0.5 | 0.0 | 0.0 | 0.4 | 0.0 |
| Dividend Growth(%) | N/A | -82.1 | 4.3 | 47.9 | 5.4 | 107.5 | N/A | N/A | N/A | 9.6 | -13.8 | 49.2 | 38.7 | -29.0 | -1.1 | -3.7 | -13.8 | -11.9 | 26.1 | -5.0 | 84.1 | -26.8 | 163.5 | 11.8 | 55.1 | -51.5 | 7.4 | 80.8 | 30.0 | 100.0 | -71.8 | 34.0 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/1998
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