Vanguard Small-Cap Index Fund Institutional Shares (VSCIX)
Fund Info
ISIN | US9229088763 |
---|---|
CUSIP | 922908876 |
Issuer | Vanguard |
Inception Date | Jul 7, 1997 |
Region | North America (U.S.) |
Category | Small Cap Blend Equities |
Min. Investment | $5,000,000 |
Home Page | advisors.vanguard.com |
Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
VSCIX has an expense ratio of 0.04% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Small-Cap Index Fund Institutional Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Small-Cap Index Fund Institutional Shares had a return of 0.49% year-to-date (YTD) and 15.80% in the last 12 months. Over the past 10 years, Vanguard Small-Cap Index Fund Institutional Shares had an annualized return of 8.44%, while the S&P 500 had an annualized return of 10.37%, indicating that Vanguard Small-Cap Index Fund Institutional Shares did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 0.49% | 5.57% |
1 month | -6.54% | -4.16% |
6 months | 21.00% | 20.07% |
1 year | 15.80% | 20.82% |
5 years (annualized) | 7.93% | 11.56% |
10 years (annualized) | 8.44% | 10.37% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.63% | 5.80% | 4.37% | |||||||||
2023 | -5.82% | 9.19% | 10.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSCIX is 46, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Vanguard Small-Cap Index Fund Institutional Shares(VSCIX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Small-Cap Index Fund Institutional Shares granted a 1.53% dividend yield in the last twelve months. The annual payout for that period amounted to $1.57 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.57 | $1.60 | $1.36 | $1.35 | $1.07 | $1.11 | $1.06 | $0.96 | $0.93 | $0.79 | $0.81 | $0.69 |
Dividend yield | 1.53% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% | 1.31% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Small-Cap Index Fund Institutional Shares. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.33 | |||||||||
2023 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.52 |
2022 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.49 |
2021 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.53 |
2020 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.43 |
2019 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.43 |
2018 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.34 |
2017 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.37 |
2016 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.36 |
2015 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.30 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 |
2013 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Small-Cap Index Fund Institutional Shares. 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 Index Fund Institutional Shares was 59.66%, occurring on Mar 9, 2009. Recovery took 451 trading sessions.
The current Vanguard Small-Cap Index Fund Institutional Shares drawdown is 7.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-59.66% | Jul 16, 2007 | 415 | Mar 9, 2009 | 451 | Dec 20, 2010 | 866 |
-41.81% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
-38.81% | Mar 10, 2000 | 645 | Oct 9, 2002 | 268 | Nov 3, 2003 | 913 |
-36.58% | Apr 22, 1998 | 122 | Oct 8, 1998 | 200 | Jul 15, 1999 | 322 |
-28.38% | May 2, 2011 | 108 | Oct 3, 2011 | 233 | Sep 6, 2012 | 341 |
Volatility
Volatility Chart
The current Vanguard Small-Cap Index Fund Institutional Shares volatility is 4.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.