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VSCPX: VANGUARD SMALL-CAP INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 398.75 9.83(2.41%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 12/14/2010 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 1.55% |
| Expenses | 0.05% |
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Performance Analytics (As of 06/05/2026)
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(%) | -1.8 | 12.2 | 26.9 | 16.4 | 6.7 | 11.2 | 10.9 | 11.1 | 8.9 | 14.3 | 18.2 | -17.6 | 17.8 | 19.1 | 27.4 | -9.3 | 16.3 | 17.8 | -3.6 | 7.5 | 37.8 | 18.3 | -2.6 | 0.5 |
| Sharpe Ratio | NA | 2.05 | 1.68 | 0.79 | 0.23 | 0.45 | NA | 0.48 | 0.28 | 0.63 | 0.79 | -0.7 | 0.95 | 0.46 | 1.77 | -0.63 | 1.54 | 1.04 | -0.24 | 0.53 | 2.78 | 1.13 | -0.08 | 0.95 |
| Draw Down(%) | NA | 9.0 | 9.0 | 25.2 | 28.1 | 41.8 | NA | 41.8 | 23.0 | 8.3 | 15.7 | 25.0 | 10.1 | 41.8 | 8.0 | 24.6 | 5.3 | 14.3 | 14.5 | 11.8 | 5.9 | 12.0 | 28.4 | 1.8 |
| Standard Deviation(%) | NA | 17.5 | 16.3 | 18.9 | 20.7 | 21.7 | NA | 20.9 | 21.7 | 17.0 | 18.6 | 27.3 | 18.8 | 40.7 | 14.7 | 17.0 | 10.2 | 16.8 | 15.4 | 14.2 | 13.6 | 16.2 | 31.5 | 10.8 |
| Treynor Ratio | NA | 0.36 | 0.27 | 0.15 | 0.05 | 0.1 | NA | 0.1 | 0.06 | 0.11 | 0.15 | -0.19 | 0.18 | 0.19 | 0.26 | -0.11 | 0.16 | 0.18 | -0.04 | 0.08 | 0.38 | 0.18 | -0.03 | 0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -0.11 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | NA | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.13 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | NA | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.77 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 1.5 | 1.5 | 1.8 | 1.3 | 1.5 | 1.4 | 1.8 | 1.5 | 1.6 | 1.3 | 1.4 | 1.6 | 1.8 | 2.2 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -71.6 | N/A | N/A | N/A | N/A | N/A | N/A | 9.7 | -5.3 | 17.3 | 0.7 | 25.8 | -3.4 | 4.7 | 10.4 | 46.9 | -17.6 | -2.0 | 16.2 | -4.3 | 55.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2010
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