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VRTIX: Vanguard Russell 2000 Index Fund Institutional Shares (MUTUAL FUND)
Basic Info 435.74 15.61(3.46%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 09/22/2010 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 1.19% |
| Expenses | 0.10% |
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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 | Since 09/22/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 14.4 | 36.6 | 17.8 | 5.8 | 10.8 | 10.4 | 11.4 | 12.9 | 11.6 | 17.0 | -20.4 | 14.8 | 20.1 | 25.6 | -10.9 | 14.8 | 21.4 | -4.4 | 6.2 | 38.9 | 16.3 | -4.2 | 19.3 |
| Sharpe Ratio | NA | 1.66 | 1.74 | 0.68 | 0.15 | 0.39 | NA | 0.46 | 0.44 | 0.38 | 0.67 | -0.78 | 0.67 | 0.46 | 1.5 | -0.68 | 1.18 | 1.15 | -0.26 | 0.38 | 2.63 | 0.96 | -0.13 | 5.18 |
| Draw Down(%) | NA | 11.2 | 11.2 | 27.5 | 31.9 | 41.7 | NA | 41.7 | 23.8 | 10.1 | 18.0 | 27.0 | 12.3 | 41.7 | 9.4 | 26.9 | 6.3 | 15.9 | 16.0 | 12.8 | 5.3 | 12.6 | 29.1 | 4.2 |
| Standard Deviation(%) | NA | 20.8 | 19.5 | 21.3 | 22.6 | 23.6 | NA | 22.5 | 23.0 | 20.7 | 20.1 | 28.2 | 22.0 | 43.1 | 16.1 | 18.0 | 12.0 | 18.4 | 16.7 | 16.4 | 14.8 | 17.1 | 33.1 | 17.2 |
| Treynor Ratio | NA | 0.3 | 0.29 | 0.13 | 0.03 | 0.09 | NA | 0.1 | 0.1 | 0.07 | 0.13 | -0.21 | 0.13 | 0.19 | 0.22 | -0.12 | 0.12 | 0.2 | -0.04 | 0.06 | 0.36 | 0.16 | -0.04 | 0.82 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.02 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 1.14 | 1.15 | 1.1 | 1.07 | 1.06 | NA | 1.06 | 1.04 | 1.19 | 1.07 | 1.03 | 1.15 | 1.05 | 1.08 | 1.05 | 1.16 | 1.08 | 1.07 | 1.12 | 1.07 | 1.05 | 1.05 | 1.09 |
| RSquared | NA | 0.95 | 0.94 | 0.95 | 0.96 | 0.95 | NA | 0.96 | 0.96 | 0.96 | 0.97 | 0.99 | 0.96 | 0.98 | 0.97 | 0.98 | 0.96 | 0.97 | 0.97 | 0.96 | 0.97 | 0.99 | 1.0 | 0.99 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.5 | 1.2 | 2.0 | 2.7 | N/A | 1.4 | 1.4 | 1.7 | 1.2 | 1.3 | 1.1 | 1.7 | 1.3 | 1.4 | 1.6 | 1.2 | 2.4 | 1.4 | 1.8 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -14.8 | 11.1 | 36.7 | N/A | N/A | N/A | 13.6 | -7.7 | 12.4 | 2.7 | 39.6 | -18.8 | 13.2 | 5.4 | 6.2 | 21.4 | -47.1 | 123.6 | -7.2 | 91.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2010
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