It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VSTCX: VANGUARD STRATEGIC SMALL-CAP EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 49.01 1.21(2.41%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 04/26/2006 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 8.51% |
| Expenses | 0.26% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.5 | 15.7 | 39.6 | 21.8 | 11.3 | 12.0 | 11.8 | 9.4 | 9.1 | 15.2 | 15.4 | 21.3 | -13.0 | 33.5 | 8.4 | 22.2 | -11.9 | 4.4 | 20.6 | -3.1 | 10.4 | 41.9 | 17.3 | 0.8 | 27.2 | 24.3 | -36.2 | -4.3 | 3.8 |
| Sharpe Ratio | NA | 2.08 | 2.08 | 0.91 | 0.4 | 0.43 | NA | NA | 0.32 | 0.54 | 0.61 | 0.9 | -0.52 | 1.6 | 0.18 | 1.26 | -0.69 | 0.28 | 1.15 | -0.19 | 0.67 | 2.85 | 1.05 | 0.02 | 1.11 | 0.7 | -0.82 | -0.38 | 0.12 |
| Draw Down(%) | NA | 8.1 | 8.1 | 27.5 | 27.5 | 48.1 | NA | NA | 62.5 | 24.4 | 9.7 | 15.6 | 24.2 | 8.8 | 45.6 | 10.2 | 28.6 | 7.1 | 13.8 | 13.1 | 11.8 | 5.9 | 13.3 | 28.1 | 20.2 | 33.8 | 52.1 | 17.5 | 13.0 |
| Standard Deviation(%) | NA | 18.2 | 17.8 | 20.4 | 22.0 | 23.7 | NA | NA | 24.6 | 22.9 | 19.4 | 19.8 | 27.8 | 20.9 | 44.7 | 16.5 | 19.2 | 13.2 | 17.8 | 16.5 | 15.4 | 14.7 | 16.6 | 31.9 | 24.4 | 34.7 | 45.0 | 19.5 | 17.3 |
| Treynor Ratio | NA | 0.38 | 0.35 | 0.18 | 0.08 | 0.1 | NA | NA | 0.08 | 0.12 | 0.11 | 0.17 | -0.14 | 0.31 | 0.07 | 0.19 | -0.12 | 0.03 | 0.2 | -0.03 | 0.1 | 0.39 | 0.17 | 0.01 | 0.27 | 0.25 | -0.37 | -0.07 | 0.02 |
| Alpha | NA | 0.03 | 0.04 | 0.02 | 0.02 | 0.0 | NA | NA | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | 0.05 | -0.04 | -0.02 | 0.0 | -0.05 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 0.99 | 1.04 | 1.06 | 1.04 | 1.06 | NA | NA | 1.03 | 1.04 | 1.12 | 1.05 | 1.01 | 1.09 | 1.09 | 1.1 | 1.11 | 1.14 | 1.04 | 1.05 | 1.06 | 1.06 | 1.01 | 1.01 | 1.02 | 0.97 | 1.01 | 1.03 | 1.05 |
| RSquared | NA | 0.92 | 0.93 | 0.96 | 0.97 | 0.94 | NA | NA | 0.96 | 0.97 | 0.96 | 0.97 | 0.98 | 0.95 | 0.99 | 0.97 | 0.97 | 0.78 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 | 1.0 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.1 | 10.3 | 3.0 | 6.0 | 22.2 | 1.3 | 4.8 | 9.2 | 1.1 | 1.6 | 2.2 | 8.9 | 2.3 | 1.9 | 1.0 | 0.9 | 1.3 | 0.9 | 1.8 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -16.2 | 308.8 | -60.3 | -69.8 | 1672.0 | -67.9 | -58.6 | 737.9 | -15.5 | -30.9 | -74.7 | 427.0 | 41.1 | 83.7 | 40.0 | -12.5 | -4.8 | -53.5 | 140.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to VSTCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
