- ISIN
- US9229088276
- CUSIP
- 922908827
- Issuer
- Vanguard
- Inception Date
- May 21, 1998
- Category
- Small Cap Growth Equities
- Min. Investment
- $3,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
VISGX Performance Chart
Vanguard Small Cap Growth Index Fund (VISGX) is up 18.3% since the beginning of the year. VISGX is currently trading at $100 per share. Investors who bought $1,000 worth of VISGX shares 5 years ago would now be looking at an investment worth $1,302.
Loading charts...
Returns By Period
Vanguard Small Cap Growth Index Fund (VISGX) has returned 18.31% so far this year and 32.75% over the past 12 months. Over the last ten years, VISGX has returned 11.74% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Vanguard Small Cap Growth Index Fund
- 1D
- 2.00%
- 1M
- 2.79%
- YTD
- 18.31%
- 6M
- 14.61%
- 1Y
- 32.75%
- 3Y*
- 16.80%
- 5Y*
- 5.42%
- 10Y*
- 11.74%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
VISGX Monthly Returns History
Based on dividend-adjusted daily data since May 21, 1998, VISGX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 61% of months were positive and 39% were negative. The best month was Feb 2000 with a return of +21.1%, while the worst month was Oct 2008 at -22.2%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VISGX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -14.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.64% | 2.34% | -5.50% | 10.81% | 6.08% | 0.41% | 18.31% | ||||||
| 2025 | 4.22% | -6.29% | -7.91% | -1.40% | 6.37% | 4.98% | 1.99% | 3.79% | 1.68% | 2.03% | 0.13% | -0.66% | 8.18% |
| 2024 | -4.17% | 8.06% | 2.86% | -7.22% | 3.54% | 0.02% | 4.51% | -0.03% | 2.45% | -0.27% | 12.88% | -6.92% | 14.80% |
| 2023 | 11.71% | -2.29% | -0.90% | -1.38% | -0.03% | 7.69% | 4.27% | -4.14% | -6.59% | -7.09% | 9.79% | 12.37% | 22.91% |
| 2022 | -12.64% | -0.45% | 1.20% | -10.97% | -2.88% | -8.01% | 11.71% | -2.44% | -9.00% | 7.04% | 2.71% | -6.33% | -28.50% |
| 2021 | 2.29% | 3.12% | -2.80% | 3.85% | -2.76% | 4.75% | -1.18% | 1.83% | -3.80% | 5.38% | -6.10% | 1.63% | 5.58% |
Benchmark Metrics
Vanguard Small Cap Growth Index Fund has an annualized alpha of 2.30%, beta of 1.09, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since May 21, 1998.
- This fund captured 121.71% of S&P 500 Index gains and 109.42% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.30% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.09 and R2 of 0.78, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.30%
- Beta
- 1.09
- R²
- 0.78
- Upside Capture
- 121.71%
- Downside Capture
- 109.42%
Expense Ratio
VISGX has an expense ratio of 0.19%, which is considered low.
Return for Risk
Risk / Return Rank
VISGX ranks 44 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VISGX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.37 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.78 | +0.10 |
| Martin ratioReturn relative to average drawdown | 10.77 | 12.44 | -1.67 |
Dividends
Dividend History
Vanguard Small Cap Growth Index Fund provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.34 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.28 | $0.33 | $0.39 | $0.26 | $0.19 | $0.26 | $0.26 | $0.28 | $0.32 | $0.36 | $0.29 |
Dividend yield | 0.34% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Small Cap Growth Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.07 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.28 |
| 2024 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.09 | $0.33 |
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.16 | $0.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.26 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.08 | $0.19 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Small Cap Growth Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Small Cap Growth Index Fund was 58.74%, occurring on Mar 9, 2009. Recovery took 444 trading sessions.
The current Vanguard Small Cap Growth Index Fund drawdown is 0.31%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.74%Mar 2009 | 1y 5mo | 1y 9mo | 3y 2moOct 2007 - Dec 2010 |
Dot-com crash2000–2002 | -40.29%Oct 2002 | 2y 7mo | 1y 2mo | 3y 10moMar 2000 - Jan 2004 |
COVID crash2020 | -38.70%Mar 2020 | 26d | 4mo 13d | 5mo 9dFeb 2020 - Jul 2020 |
Bear market2022 | -38.41%Jun 2022 | 7mo 9d | 2y 5mo | 3y 17dNov 2021 - Nov 2024 |
1998 bear market1998 | -35.88%Oct 1998 | 2mo 23d | 1y 1mo | 1y 4moJul 1998 - Nov 1999 |
Drawdown Indicators
| VISGX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -56.78% | -1.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -9.10% | -2.29% |
Max Drawdown (3Y)Largest decline over 3 years | -27.58% | -18.90% | -8.68% |
Max Drawdown (5Y)Largest decline over 5 years | -38.41% | -25.43% | -12.98% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -33.92% | -4.78% |
Current DrawdownCurrent decline from peak | -0.31% | -1.80% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -11.60% | -10.71% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.03% | +1.01% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with VISGX
Add Vanguard Small Cap Growth Index Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with VISGX