Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSIAX (VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES) | 11.22% | 26.08% | 16.77% | 7.77% | 10.37% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSIAX (VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES) | 09/27/2011 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 26.08 | 16.77 | 7.77 | 10.37 | NA | NA | … | … | 11.22 | 9.09 | 12.40 | 15.95 | -9.31 | 28.10 | 5.84 | 22.76 | -12.23 | 11.80 | 24.78 | -4.65 | 12.49 | 36.58 | 18.77 | 10.05 |
| Sharpe Ratio | NA | 1.54 | 0.75 | 0.27 | 0.40 | NA | NA | … | … | 1.67 | 0.30 | 0.53 | 0.67 | -0.44 | 1.44 | 0.12 | 1.48 | -0.87 | 1.06 | 1.48 | -0.31 | 0.93 | 2.76 | 1.21 | 1.13 |
| Standard Deviation(%) | NA | 15.21 | 17.93 | 19.76 | 21.98 | NA | NA | … | … | 15.39 | 20.71 | 16.42 | 18.62 | 24.69 | 19.52 | 44.75 | 14.42 | 15.63 | 10.60 | 16.60 | 15.18 | 13.42 | 13.25 | 15.56 | 39.00 |
| Draw Down(%) | NA | 8.87 | 24.09 | 24.09 | 45.37 | NA | NA | … | … | 8.87 | 21.10 | 9.02 | 14.97 | 20.37 | 9.67 | 45.37 | 9.75 | 23.54 | 5.45 | 11.89 | 13.48 | 11.07 | 6.32 | 11.34 | 11.81 |
| Yield(%) | 0.00 | 2.18 | 2.60 | 2.11 | 2.94 | 4.88 | 3.66 | … | … | 0.58 | 2.10 | 2.18 | 2.40 | 1.79 | 2.24 | 1.74 | 2.47 | 2.00 | 1.95 | 2.20 | 1.86 | 3.86 | 2.44 | 2.99 | 2.22 |
Data as of 06/05/2026, Common starting date is 09/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSIAX (VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES) |
-8.37%
Mar 2017 – Mar 2020 |
-2.05%
Mar 2015 – Mar 2020 |
7.37%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSIAX (VANGUARD SMALL-CAP VALUE INDEX FUND ADMIRAL SHARES) |
23.85%
Mar 2020 – Mar 2023 |
18.40%
Mar 2020 – Mar 2025 |
13.49%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart