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Vanguard Small-Cap Growth Index Fund Institutional...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9229088193

CUSIP

922908819

Issuer

Vanguard

Inception Date

May 24, 2000

Region

North America (U.S.)

Min. Investment

$5,000,000

Asset Class

Equity

Asset Class Size

Small-Cap

Asset Class Style

Growth

Expense Ratio

VSGIX has an expense ratio of 0.06%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) returned -6.50% year-to-date (YTD) and 3.83% over the past 12 months. Over the past 10 years, VSGIX returned 7.67% annually, underperforming the S&P 500 benchmark at 10.68%.


VSGIX

YTD

-6.50%

1M

6.05%

6M

-11.93%

1Y

3.83%

3Y*

9.62%

5Y*

7.35%

10Y*

7.67%

^GSPC (Benchmark)

YTD

-1.34%

1M

5.80%

6M

-2.79%

1Y

9.39%

3Y*

13.76%

5Y*

14.45%

10Y*

10.68%

*Annualized

Monthly Returns

The table below presents the monthly returns of VSGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.24%-6.29%-7.79%-1.38%5.26%-6.50%
2024-2.87%8.06%2.88%-7.21%3.55%0.03%4.53%-0.01%2.45%-0.25%12.90%-6.92%16.50%
202311.71%-2.27%-0.90%-1.36%-0.02%7.70%4.28%-4.14%-6.58%-7.06%9.80%10.88%21.43%
2022-12.62%-0.43%1.22%-10.96%-2.88%-8.00%11.73%-2.44%-9.00%7.05%2.72%-6.30%-28.39%
20212.30%3.13%-2.79%3.86%-2.76%4.77%-1.16%1.85%-3.80%5.38%-6.08%1.62%5.70%
2020-0.36%-6.85%-18.35%16.46%10.79%3.02%5.76%3.46%-1.51%0.88%14.10%8.28%35.29%
201912.59%5.84%0.30%3.24%-6.32%7.34%1.81%-2.40%-1.54%1.50%6.17%1.48%32.77%
20183.91%-3.21%1.50%0.26%5.81%1.20%0.99%7.02%-1.34%-11.33%1.90%-10.70%-5.70%
20172.75%2.75%0.43%1.39%0.32%2.03%1.29%-0.36%3.81%2.37%3.02%0.28%21.94%
2016-9.06%0.10%7.75%1.28%2.56%0.46%5.56%0.52%0.54%-5.41%6.55%0.63%10.73%
2015-0.85%5.97%1.15%-2.18%2.80%-0.26%0.58%-7.03%-5.55%4.64%2.39%-3.37%-2.52%
2014-1.16%5.14%-2.25%-3.72%0.68%5.81%-5.19%4.79%-4.91%3.95%0.91%0.75%4.04%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VSGIX is 26, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VSGIX is 2626
Overall Rank
The Sharpe Ratio Rank of VSGIX is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of VSGIX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VSGIX is 2626
Omega Ratio Rank
The Calmar Ratio Rank of VSGIX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of VSGIX is 2424
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Vanguard Small-Cap Growth Index Fund Institutional Shares Sharpe ratios as of May 25, 2025 (values are recalculated daily):

  • 1-Year: 0.20
  • 5-Year: 0.31
  • 10-Year: 0.34
  • All Time: 0.35

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Vanguard Small-Cap Growth Index Fund Institutional Shares compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Vanguard Small-Cap Growth Index Fund Institutional Shares provided a 0.58% dividend yield over the last twelve months, with an annual payout of $0.43 per share.


0.40%0.60%0.80%1.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.43$0.43$0.47$0.32$0.29$0.34$0.33$0.34$0.37$0.41$0.34$0.36

Dividend yield

0.58%0.55%0.69%0.56%0.37%0.45%0.58%0.80%0.82%1.09%0.98%1.02%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Small-Cap Growth Index Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.12$0.00$0.00$0.12
2024$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.08$0.00$0.00$0.11$0.43
2023$0.00$0.00$0.09$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.18$0.47
2022$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.11$0.00$0.00$0.13$0.32
2021$0.00$0.00$0.06$0.00$0.00$0.09$0.00$0.00$0.04$0.00$0.00$0.11$0.29
2020$0.00$0.00$0.07$0.00$0.00$0.04$0.00$0.00$0.09$0.00$0.00$0.14$0.34
2019$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.13$0.33
2018$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00$0.00$0.12$0.34
2017$0.00$0.00$0.10$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.16$0.37
2016$0.00$0.00$0.04$0.00$0.00$0.10$0.00$0.00$0.09$0.00$0.00$0.18$0.41
2015$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.13$0.34
2014$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36$0.36

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Small-Cap Growth 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 Growth Index Fund Institutional Shares was 58.66%, occurring on Mar 9, 2009. Recovery took 441 trading sessions.

The current Vanguard Small-Cap Growth Index Fund Institutional Shares drawdown is 13.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-58.66%Oct 11, 2007353Mar 9, 2009441Dec 6, 2010794
-38.7%Feb 21, 202019Mar 18, 202092Jul 29, 2020111
-38.36%Nov 9, 2021152Jun 16, 2022614Nov 25, 2024766
-35.36%Sep 5, 2000523Oct 9, 2002236Sep 18, 2003759
-28.99%May 2, 2011108Oct 3, 2011234Sep 7, 2012342
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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