Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX)
Fund Info
US9229088193
922908819
May 24, 2000
North America (U.S.)
$5,000,000
Small-Cap
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
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Small-Cap Growth 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 Growth Index Fund Institutional Shares (VSGIX) returned -8.43% year-to-date (YTD) and 3.75% over the past 12 months. Over the past 10 years, VSGIX returned 7.75% annually, underperforming the S&P 500 benchmark at 10.61%.
VSGIX
-8.43%
6.63%
-4.29%
3.75%
9.05%
7.75%
^GSPC (Benchmark)
-3.31%
5.38%
-0.74%
10.90%
14.93%
10.61%
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.24% | -6.29% | -7.79% | -1.38% | 3.09% | -8.43% | |||||||
| 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% |
| 2023 | 11.71% | -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% |
| 2021 | 2.30% | 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% |
| 2019 | 12.59% | 5.84% | 0.30% | 3.24% | -6.32% | 7.34% | 1.81% | -2.40% | -1.54% | 1.50% | 6.17% | 1.48% | 32.77% |
| 2018 | 3.91% | -3.21% | 1.50% | 0.26% | 5.81% | 1.20% | 0.99% | 7.02% | -1.34% | -11.33% | 1.90% | -10.70% | -5.70% |
| 2017 | 2.75% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSGIX is 32, 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 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.
Dividends
Dividend History
Vanguard Small-Cap Growth Index Fund Institutional Shares provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.43 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.60% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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 15.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.66% | Oct 11, 2007 | 353 | Mar 9, 2009 | 441 | Dec 6, 2010 | 794 |
| -38.7% | Feb 21, 2020 | 19 | Mar 18, 2020 | 92 | Jul 29, 2020 | 111 |
| -38.36% | Nov 9, 2021 | 152 | Jun 16, 2022 | 614 | Nov 25, 2024 | 766 |
| -35.36% | Sep 5, 2000 | 523 | Oct 9, 2002 | 236 | Sep 18, 2003 | 759 |
| -28.99% | May 2, 2011 | 108 | Oct 3, 2011 | 234 | Sep 7, 2012 | 342 |
Volatility
Volatility Chart
The current Vanguard Small-Cap Growth Index Fund Institutional Shares volatility is 15.90%, 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.