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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.
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Returns By Period
Vanguard Strategic Small-Cap Equity Fund (VSTCX) has returned -0.83% so far this year and 26.01% over the past 12 months. Over the last ten years, VSTCX has returned 10.96% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Vanguard Strategic Small-Cap Equity Fund
- 1D
- -1.06%
- 1M
- -6.50%
- YTD
- -0.83%
- 6M
- 2.92%
- 1Y
- 26.01%
- 3Y*
- 15.69%
- 5Y*
- 9.42%
- 10Y*
- 10.96%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Apr 20, 2006, VSTCX's average daily return is +0.04%, while the average monthly return is +0.85%. At this rate, your investment would double in approximately 6.8 years.
Historically, 62% of months were positive and 38% were negative. The best month was Oct 2011 with a return of +17.1%, while the worst month was Mar 2020 at -25.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VSTCX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.9%, while the worst single day was Mar 16, 2020 at -14.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.85% | 2.14% | -6.50% | -0.83% | |||||||||
| 2025 | 2.91% | -4.97% | -7.29% | -2.54% | 7.01% | 5.16% | 0.94% | 7.54% | 2.84% | 0.77% | 2.17% | 0.79% | 15.20% |
| 2024 | -2.16% | 5.11% | 4.57% | -6.44% | 4.94% | -1.75% | 10.23% | -1.22% | 1.11% | -1.26% | 11.04% | -7.84% | 15.40% |
| 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% | 21.34% |
| 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% |
Benchmark Metrics
Vanguard Strategic Small-Cap Equity Fund has an annualized alpha of -0.01%, beta of 1.14, and R² of 0.83 versus S&P 500 Index. Calculated based on daily prices since April 21, 2006.
- This fund captured 116.49% of S&P 500 Index gains and 113.56% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.14 and R² of 0.83, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.01%
- Beta
- 1.14
- R²
- 0.83
- Upside Capture
- 116.49%
- Downside Capture
- 113.56%
Expense Ratio
VSTCX has an expense ratio of 0.26%, which is considered low.
Return for Risk
Risk / Return Rank
VSTCX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Strategic Small-Cap Equity Fund (VSTCX) and compare them to a chosen benchmark (S&P 500 Index).
| VSTCX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.90 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.39 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.40 | +0.19 |
Martin ratioReturn relative to average drawdown | 7.00 | 6.61 | +0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore VSTCX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Vanguard Strategic Small-Cap Equity Fund provided a 7.61% dividend yield over the last twelve months, with an annual payout of $3.20 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.20 | $3.20 | $3.82 | $0.93 | $2.35 | $7.78 | $0.44 | $1.37 | $3.30 | $2.05 | $0.47 | $0.68 |
Dividend yield | 7.61% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.20 | $3.20 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.82 | $3.82 |
| 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 | $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 | $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 | $7.78 |
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 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 884 trading sessions.
The current Vanguard Strategic Small-Cap Equity Fund drawdown is 7.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.5% | Jun 5, 2007 | 444 | Mar 9, 2009 | 884 | Sep 7, 2012 | 1328 |
| -48.08% | Sep 4, 2018 | 387 | Mar 18, 2020 | 189 | Dec 15, 2020 | 576 |
| -27.47% | Nov 26, 2024 | 90 | Apr 8, 2025 | 102 | Sep 4, 2025 | 192 |
| -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 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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