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VRTGX: Vanguard Russell 2000 Growth Index Fund Institutional Shares (MUTUAL FUND)
Basic Info 509.85 22.74(4.27%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 09/23/2010 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 0.68% |
| Expenses | 0.15% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 13.4 | 33.5 | 17.1 | 5.1 | 11.2 | 10.5 | 12.1 | 13.1 | 15.3 | 18.8 | -26.3 | 2.9 | 34.8 | 28.8 | -9.2 | 22.3 | 11.1 | -1.2 | 5.8 | 43.5 | 14.6 | -3.3 | 22.2 |
| Sharpe Ratio | NA | 2.01 | 1.81 | 0.73 | 0.14 | 0.41 | NA | 0.47 | 0.41 | 0.54 | 0.78 | -0.85 | 0.12 | 0.84 | 1.59 | -0.52 | 1.78 | 0.55 | -0.07 | 0.31 | 2.82 | 0.83 | -0.1 | 6.26 |
| Draw Down(%) | NA | 14.9 | 14.9 | 28.5 | 40.4 | 41.9 | NA | 41.9 | 25.9 | 11.6 | 19.5 | 34.4 | 16.9 | 40.4 | 9.1 | 28.8 | 6.1 | 18.9 | 17.4 | 14.5 | 5.4 | 13.7 | 29.5 | 4.1 |
| Standard Deviation(%) | NA | 23.4 | 21.4 | 22.5 | 24.5 | 24.6 | NA | 23.6 | 25.0 | 21.4 | 19.7 | 32.6 | 24.1 | 41.0 | 17.3 | 20.5 | 12.2 | 19.7 | 18.4 | 18.4 | 15.4 | 17.7 | 33.9 | 17.2 |
| Treynor Ratio | NA | 0.46 | 0.36 | 0.16 | 0.03 | 0.1 | NA | 0.11 | 0.1 | 0.1 | 0.15 | -0.28 | 0.03 | 0.32 | 0.26 | -0.1 | 0.19 | 0.1 | -0.01 | 0.05 | 0.41 | 0.14 | -0.03 | 1.0 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 |
| Beta | NA | 1.03 | 1.06 | 1.04 | 1.02 | 1.05 | NA | 1.05 | 1.01 | 1.12 | 0.99 | 0.98 | 1.12 | 1.06 | 1.07 | 1.05 | 1.15 | 1.11 | 1.12 | 1.15 | 1.05 | 1.02 | 1.04 | 1.08 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.96 | 0.96 | NA | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.95 | 0.97 | 0.95 | 0.97 | 0.95 | 0.96 | 0.96 | 0.96 | 0.97 | 0.99 | 1.0 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 0.7 | 1.0 | 0.6 | 0.6 | 0.7 | 1.1 | 0.8 | 0.9 | 0.8 | 0.8 | 0.8 | 0.8 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 22.9 | -17.2 | 28.6 | -6.9 | 18.0 | -20.7 | 34.0 | 3.0 | 36.0 | -12.5 | 11.6 | 28.1 | -1.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2010
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