Vanguard Strategic Small-Cap Equity Fund (VSTCX)
Fund Info
US9220386091
922038609
Apr 24, 2006
North America (U.S.)
$3,000
Small-Cap
Blend
Expense Ratio
VSTCX has an expense ratio of 0.26%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Strategic Small-Cap Equity Fund (VSTCX) returned -8.07% year-to-date (YTD) and -7.17% over the past 12 months. Over the past 10 years, VSTCX returned 2.58% annually, underperforming the S&P 500 benchmark at 10.45%.
VSTCX
-8.07%
6.73%
-20.23%
-7.17%
8.73%
2.58%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.91% | -4.97% | -7.29% | -2.54% | 4.04% | -8.07% | |||||||
| 2024 | -2.16% | 5.11% | 4.57% | -6.44% | 4.94% | -1.75% | 10.23% | -1.22% | 1.11% | -1.26% | 11.04% | -14.88% | 6.60% |
| 2023 | 10.09% | -1.01% | -5.19% | -1.93% | -1.84% | 9.19% | 5.39% | -4.09% | -4.46% | -6.51% | 9.22% | 11.78% | 19.70% |
| 2022 | -6.35% | 1.83% | 0.46% | -7.11% | 0.40% | -9.95% | 10.28% | -2.22% | -10.15% | 13.04% | 4.33% | -10.94% | -18.12% |
| 2021 | 5.23% | 7.69% | 4.57% | 3.56% | 2.35% | 1.10% | -2.16% | 2.76% | -2.70% | 4.31% | -2.05% | -11.94% | 11.75% |
| 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% | -0.10% | 18.64% |
| 2018 | 3.40% | -3.96% | 0.62% | 0.37% | 6.38% | 0.95% | 1.77% | 5.25% | -2.17% | -11.24% | -0.03% | -20.16% | -20.05% |
| 2017 | 0.41% | 1.73% | -0.54% | 1.23% | -2.93% | 2.58% | 1.33% | -2.46% | 5.93% | 0.76% | 2.09% | -5.37% | 4.36% |
| 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% | -5.82% | -3.24% | 5.56% | 1.74% | -5.69% | -4.21% |
| 2014 | -2.48% | 5.48% | 0.58% | -1.82% | 0.94% | 4.54% | -4.28% | 5.18% | -5.47% | 5.40% | 0.71% | -6.00% | 1.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSTCX is 10, meaning it’s performing worse than 90% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Vanguard Strategic Small-Cap Equity Fund provided a 10.50% dividend yield over the last twelve months, with an annual payout of $3.82 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.82 | $3.82 | $0.93 | $2.35 | $7.78 | $0.44 | $1.37 | $3.30 | $2.45 | $0.47 | $0.68 | $2.68 |
Dividend yield | 10.50% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 6.87% | 1.35% | 2.33% | 8.75% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 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 |
| 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 | $1.37 | $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 | $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 | $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 | $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 | $0.68 |
| 2014 | $2.68 | $2.68 |
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 62.79%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.
The current Vanguard Strategic Small-Cap Equity Fund drawdown is 22.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.79% | Jun 5, 2007 | 442 | Mar 9, 2009 | 887 | Sep 13, 2012 | 1329 |
| -54.26% | Sep 4, 2018 | 387 | Mar 18, 2020 | 224 | Feb 5, 2021 | 611 |
| -37.15% | Nov 8, 2021 | 222 | Sep 26, 2022 | 545 | Nov 25, 2024 | 767 |
| -33.01% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -23.36% | Nov 28, 2014 | 303 | Feb 11, 2016 | 192 | Nov 14, 2016 | 495 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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