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 a high expense ratio of 0.26%, indicating higher-than-average management fees.
Share Price Chart
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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 2.94% year-to-date (YTD) and 25.67% in the last 12 months. Over the past 10 years, Vanguard Strategic Small-Cap Equity Fund had an annualized return of 9.04%, while the S&P 500 had an annualized return of 10.41%, indicating that Vanguard Strategic Small-Cap Equity Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.94% | 6.17% |
| 1 month | -2.01% | -2.72% |
| 6 months | 23.63% | 17.29% |
| 1 year | 25.67% | 23.80% |
| 5 years (annualized) | 10.34% | 11.47% |
| 10 years (annualized) | 9.04% | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.16% | 5.11% | 4.57% | -6.44% | ||||||||
| 2023 | -6.51% | 9.22% | 13.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSTCX is 64, 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 Strategic Small-Cap Equity Fund(VSTCX)
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 granted a 2.43% dividend yield in the last twelve months. The annual payout for that period amounted to $0.93 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.93 | $0.93 | $2.35 | $7.78 | $0.44 | $1.37 | $3.30 | $2.45 | $0.47 | $0.68 | $2.68 | $0.51 |
Dividend yield | 2.43% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 6.87% | 1.35% | 2.33% | 8.75% | 1.68% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $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 | $0.93 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.35 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.78 |
| 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 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.37 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.45 |
| 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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.68 |
| 2013 | $0.51 |
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 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.
The current Vanguard Strategic Small-Cap Equity Fund drawdown is 4.27%.
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 5.46%, 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.