Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX)
Fund Info
US9229083970
922908397
Dec 17, 2010
North America (U.S.)
$100,000,000
Small-Cap
Blend
Expense Ratio
VSCPX has an expense ratio of 0.03%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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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 Plus 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 Plus Shares had a return of 2.39% year-to-date (YTD) and 16.76% in the last 12 months. Over the past 10 years, Vanguard Small-Cap Index Fund Institutional Plus Shares had an annualized return of 8.99%, while the S&P 500 had an annualized return of 11.26%, indicating that Vanguard Small-Cap Index Fund Institutional Plus Shares did not perform as well as the benchmark.
VSCPX
2.39%
-2.57%
8.77%
16.76%
9.48%
8.99%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of VSCPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.89% | 2.39% | |||||||||||
| 2024 | -2.63% | 5.80% | 4.36% | -6.53% | 3.96% | -1.34% | 6.79% | 0.12% | 1.98% | -0.71% | 10.50% | -7.34% | 14.25% |
| 2023 | 10.14% | -2.28% | -3.62% | -1.16% | -1.98% | 8.72% | 4.95% | -3.70% | -5.62% | -5.81% | 9.20% | 10.27% | 18.19% |
| 2022 | -7.91% | 0.86% | 1.48% | -8.24% | -0.02% | -9.39% | 10.58% | -2.61% | -9.57% | 9.92% | 4.44% | -5.93% | -17.59% |
| 2021 | 2.20% | 6.14% | 1.61% | 4.04% | 0.07% | 1.43% | -1.43% | 1.98% | -3.11% | 4.91% | -4.33% | 3.49% | 17.75% |
| 2020 | -2.03% | -8.67% | -21.87% | 14.65% | 7.75% | 2.54% | 4.51% | 4.06% | -2.72% | 2.01% | 16.02% | 7.40% | 19.09% |
| 2019 | 11.85% | 4.83% | -0.90% | 3.61% | -7.25% | 7.05% | 1.26% | -4.00% | 1.38% | 1.61% | 4.15% | 2.19% | 27.40% |
| 2018 | 2.85% | -4.06% | 1.14% | 0.33% | 5.09% | 0.73% | 1.83% | 4.50% | -1.54% | -10.08% | 2.17% | -11.11% | -9.31% |
| 2017 | 1.58% | 2.37% | -0.23% | 0.85% | -1.13% | 2.24% | 1.11% | -0.93% | 4.41% | 1.56% | 3.10% | 0.39% | 16.27% |
| 2016 | -7.65% | 0.92% | 8.38% | 1.73% | 1.94% | 0.27% | 5.07% | 0.63% | 0.41% | -4.10% | 8.61% | 1.87% | 18.32% |
| 2015 | -2.15% | 5.84% | 1.20% | -1.69% | 2.03% | -0.87% | -0.28% | -5.84% | -4.49% | 5.70% | 1.83% | -4.19% | -3.62% |
| 2014 | -2.04% | 5.07% | -0.31% | -2.32% | 1.19% | 4.99% | -4.93% | 4.99% | -5.30% | 4.48% | 1.00% | 1.26% | 7.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSCPX is 56, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) 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 Plus Shares provided a 1.29% dividend yield over the last twelve months, with an annual payout of $4.39 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.39 | $4.39 | $4.64 | $3.96 | $3.93 | $3.12 | $3.23 | $3.09 | $2.80 | $2.70 | $2.31 | $2.36 |
Dividend yield | 1.29% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Small-Cap Index Fund Institutional Plus 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $1.19 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $1.27 | $4.39 |
| 2023 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.50 | $4.64 |
| 2022 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $1.41 | $3.96 |
| 2021 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $1.52 | $3.93 |
| 2020 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $1.25 | $3.12 |
| 2019 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $1.25 | $3.23 |
| 2018 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.91 | $0.00 | $0.00 | $1.00 | $3.09 |
| 2017 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $1.08 | $2.80 |
| 2016 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $1.04 | $2.70 |
| 2015 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.36 | $0.00 | $0.00 | $0.88 | $2.31 |
| 2014 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 | $2.36 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Small-Cap Index Fund Institutional Plus 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 Plus Shares was 41.81%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
The current Vanguard Small-Cap Index Fund Institutional Plus Shares drawdown is 5.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.81% | Feb 21, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -28.37% | May 2, 2011 | 108 | Oct 3, 2011 | 233 | Sep 6, 2012 | 341 |
| -28.13% | Nov 9, 2021 | 152 | Jun 16, 2022 | 521 | Jul 16, 2024 | 673 |
| -24.58% | Aug 30, 2018 | 80 | Dec 24, 2018 | 233 | Nov 26, 2019 | 313 |
| -23.26% | Jun 24, 2015 | 161 | Feb 11, 2016 | 134 | Aug 23, 2016 | 295 |
Volatility
Volatility Chart
The current Vanguard Small-Cap Index Fund Institutional Plus Shares volatility is 3.43%, 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.