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VSGAX: VANGUARD SMALL-CAP GROWTH INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 120.29 5.06(4.04%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 10/28/2011 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 0.59% |
| Expenses | 0.07% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.7 | 13.5 | 27.9 | 16.4 | 5.0 | 11.4 | 11.6 | 8.4 | 16.5 | 21.4 | -28.4 | 5.7 | 35.3 | 32.8 | -5.7 | 21.9 | 10.5 | -2.5 | 4.0 | 38.2 | 17.7 | -3.7 |
| Sharpe Ratio | NA | 2.13 | 1.67 | 0.75 | 0.14 | 0.44 | 0.49 | 0.23 | 0.69 | 0.92 | -0.91 | 0.27 | 0.91 | 1.99 | -0.37 | 2.07 | 0.59 | -0.16 | 0.26 | 2.65 | 1.03 | -0.59 |
| Draw Down(%) | NA | 11.4 | 11.4 | 27.5 | 38.4 | 38.7 | 38.7 | 25.7 | 10.3 | 17.9 | 33.5 | 13.6 | 38.7 | 7.8 | 26.0 | 5.1 | 17.1 | 15.8 | 13.3 | 5.4 | 12.7 | 12.2 |
| Standard Deviation(%) | NA | 22.1 | 19.5 | 21.1 | 23.5 | 23.1 | 21.4 | 24.1 | 18.7 | 19.5 | 32.8 | 20.9 | 38.2 | 15.7 | 19.3 | 10.3 | 17.5 | 16.0 | 15.7 | 14.4 | 17.2 | 33.8 |
| Treynor Ratio | NA | 0.47 | 0.32 | 0.16 | 0.03 | 0.1 | 0.1 | 0.06 | 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 | -0.2 |
| Alpha | 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 |
| Beta | 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 |
| RSquared | 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 | 0.99 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.1 | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.6 | 0.8 | 0.4 | 0.4 | 0.6 | 0.8 | 0.7 | 1.0 | 0.9 | 0.9 | 1.0 | 0.9 | 1.2 | 0.4 |
| Dividend Growth(%) | N/A | -79.5 | N/A | N/A | N/A | N/A | N/A | 8.9 | -7.8 | 48.7 | 8.1 | -14.0 | 3.5 | -4.2 | -9.0 | 15.9 | -4.8 | -6.5 | 59.3 | -14.1 | 188.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2011
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