Vanguard Strategic Small-Cap Equity Fund (VSTCX)
Fund Info
| ISIN | US9220386091 |
|---|---|
| CUSIP | 922038609 |
| Issuer | Vanguard |
| Inception Date | Apr 24, 2006 |
| Region | North America (U.S.) |
| Category | Small Cap Blend Equities |
| Min. Investment | $3,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
VSTCX has an expense ratio of 0.26%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: VSTCX vs. OBMCX, VSTCX vs. VOO, VSTCX vs. VFIAX, VSTCX vs. FNDA, VSTCX vs. VEIRX, VSTCX vs. VPMAX, VSTCX vs. VITAX, VSTCX vs. AVUV, VSTCX vs. VSGAX, VSTCX vs. IWM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Strategic Small-Cap Equity Fund, 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 Strategic Small-Cap Equity Fund had a return of 22.85% year-to-date (YTD) and 48.37% in the last 12 months. Over the past 10 years, Vanguard Strategic Small-Cap Equity Fund had an annualized return of 10.32%, while the S&P 500 had an annualized return of 11.41%, indicating that Vanguard Strategic Small-Cap Equity Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.85% | 25.70% |
| 1 month | 8.57% | 3.51% |
| 6 months | 16.65% | 14.80% |
| 1 year | 48.37% | 37.91% |
| 5 years (annualized) | 14.48% | 14.18% |
| 10 years (annualized) | 10.32% | 11.41% |
Monthly Returns
The table below presents the monthly returns of VSTCX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.16% | 5.11% | 4.57% | -6.44% | 4.94% | -1.75% | 10.23% | -1.22% | 1.11% | -1.26% | 22.85% | ||
| 2023 | 10.09% | -1.01% | -5.19% | -1.93% | -1.84% | 9.19% | 5.39% | -4.09% | -4.46% | -6.51% | 9.22% | 13.32% | 21.35% |
| 2022 | -6.35% | 1.83% | 0.46% | -7.11% | 0.40% | -9.95% | 10.28% | -2.22% | -10.15% | 13.04% | 4.33% | -5.36% | -13.00% |
| 2021 | 5.23% | 7.69% | 4.57% | 3.56% | 2.35% | 1.10% | -2.16% | 2.76% | -2.70% | 4.31% | -2.05% | 5.22% | 33.53% |
| 2020 | -3.82% | -9.13% | -25.13% | 15.42% | 6.18% | 2.76% | 4.93% | 4.34% | -4.37% | 0.14% | 16.37% | 7.79% | 8.38% |
| 2019 | 11.47% | 3.92% | -2.45% | 3.05% | -9.30% | 6.42% | 1.20% | -4.12% | 2.31% | 1.75% | 4.60% | 2.88% | 22.18% |
| 2018 | 3.40% | -3.96% | 0.62% | 0.37% | 6.38% | 0.95% | 1.77% | 5.25% | -2.17% | -11.24% | -0.03% | -12.00% | -11.87% |
| 2017 | 0.41% | 1.73% | -0.54% | 1.23% | -2.93% | 2.58% | 1.33% | -2.46% | 5.93% | 0.76% | 2.09% | 0.12% | 10.43% |
| 2016 | -7.07% | 0.78% | 7.63% | 0.21% | 1.40% | -0.67% | 6.04% | -0.38% | 1.00% | -4.01% | 12.09% | 3.32% | 20.65% |
| 2015 | -1.76% | 4.56% | 2.04% | -2.37% | 1.63% | -0.44% | 0.25% | -5.83% | -3.24% | 5.56% | 1.74% | -4.61% | -3.11% |
| 2014 | -2.48% | 5.48% | 0.58% | -1.82% | 0.94% | 4.54% | -4.28% | 5.18% | -5.47% | 5.40% | 0.71% | 1.92% | 10.36% |
| 2013 | 6.36% | 1.65% | 5.16% | -0.08% | 3.57% | -0.86% | 8.29% | -4.08% | 6.24% | 3.83% | 4.17% | 1.95% | 41.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSTCX is 58, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Strategic Small-Cap Equity Fund provided a 0.95% dividend yield over the last twelve months, with an annual payout of $0.44 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.44 | $0.44 | $0.37 | $0.51 | $0.44 | $0.39 | $0.38 | $0.39 | $0.47 | $0.34 | $0.25 | $0.23 |
Dividend yield | 0.95% | 1.16% | 1.16% | 1.30% | 1.24% | 1.19% | 1.34% | 1.11% | 1.35% | 1.17% | 0.80% | 0.77% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Strategic Small-Cap Equity Fund. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2013 | $0.23 | $0.23 |
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 Strategic Small-Cap Equity Fund. 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 Strategic Small-Cap Equity Fund was 62.50%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.5% | Jun 5, 2007 | 442 | Mar 9, 2009 | 883 | Sep 7, 2012 | 1325 |
| -48.08% | Sep 4, 2018 | 387 | Mar 18, 2020 | 189 | Dec 15, 2020 | 576 |
| -24.9% | Nov 8, 2021 | 222 | Sep 26, 2022 | 307 | Dec 14, 2023 | 529 |
| -21.98% | Jun 24, 2015 | 161 | Feb 11, 2016 | 191 | Nov 11, 2016 | 352 |
| -13.03% | May 9, 2006 | 25 | Jun 13, 2006 | 107 | Nov 14, 2006 | 132 |
Volatility
Volatility Chart
The current Vanguard Strategic Small-Cap Equity Fund volatility is 6.72%, 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.