Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX)
Fund Info
| ISIN | US9229083970 |
|---|---|
| CUSIP | 922908397 |
| Issuer | Vanguard |
| Inception Date | Dec 17, 2010 |
| Region | North America (U.S.) |
| Category | Small Cap Blend Equities |
| Min. Investment | $100,000,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
VSCPX has an expense ratio of 0.03% 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 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 0.49% year-to-date (YTD) and 15.81% in the last 12 months. Over the past 10 years, Vanguard Small-Cap Index Fund Institutional Plus Shares had an annualized return of 8.46%, while the S&P 500 had an annualized return of 10.37%, indicating that Vanguard Small-Cap Index Fund Institutional Plus Shares did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.49% | 5.57% |
| 1 month | -6.53% | -4.16% |
| 6 months | 21.00% | 20.07% |
| 1 year | 15.81% | 20.82% |
| 5 years (annualized) | 7.94% | 11.56% |
| 10 years (annualized) | 8.46% | 10.37% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.63% | 5.80% | 4.36% | |||||||||
| 2023 | -5.81% | 9.20% | 10.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSCPX 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 Plus Shares(VSCPX)
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 granted a 1.54% dividend yield in the last twelve months. The annual payout for that period amounted to $4.55 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.55 | $4.64 | $3.96 | $3.93 | $3.12 | $3.23 | $3.09 | $2.80 | $2.70 | $2.31 | $2.36 | $2.03 |
Dividend yield | 1.54% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% | 1.33% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.95 | |||||||||
| 2023 | $0.00 | $0.00 | $1.04 | $0.00 | $0.00 | $1.06 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $1.50 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.34 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.01 |
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 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 7.05%.
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 | — | — | — |
| -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 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.