Vanguard S&P Small-Cap 600 Val Idx Instl (VSMVX)

369.69 +0.80 (+0.22%) USD  |  Apr 15

VSMVX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 15, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Vanguard S&P Small-Cap 600 Val Idx Instl
-1.54%
17.97%
39.67%
7.32%
-6.72%
31.23%
11.64%
-12.67%
24.48%
2.86%
26.21%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
11.52%
ProFunds Small Cap Value Inv
-3.12%
15.83%
37.48%
4.88%
-8.87%
28.69%
9.52%
-14.06%
22.26%
1.05%
25.50%
Putnam Small Cap Value Y
-4.73%
17.22%
38.32%
3.68%
-3.63%
26.91%
8.11%
-19.53%
24.18%
3.79%
27.95%
PIMCO RAE PLUS Small I-2
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25.91%
39.59%
6.50%
-9.59%
32.26%
12.86%
-12.29%
21.35%
10.10%
28.26%
Federated Hermes Clover Small Value IS
-5.46%
14.23%
31.82%
7.27%
-6.29%
21.98%
12.39%
-18.14%
19.95%
9.36%
22.98%
As of April 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Vanguard S&P Small-Cap 600 Val Idx Instl
-4.52%
15.73%
53.13%
103.6%
11.97%
14.31%
12.38%
--
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14.30%
S&P 500 Total Return
5.19%
11.08%
20.66%
52.36%
18.44%
17.18%
14.52%
10.41%
8.63%
10.49%
ProFunds Small Cap Value Inv
-4.63%
15.23%
51.75%
100.6%
10.03%
12.26%
10.30%
6.88%
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7.60%
Putnam Small Cap Value Y
-1.02%
19.48%
59.71%
117.5%
10.89%
12.87%
10.23%
6.60%
9.04%
9.97%
PIMCO RAE PLUS Small I-2
-5.59%
16.17%
61.14%
128.4%
14.52%
16.96%
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16.86%
Federated Hermes Clover Small Value IS
-1.94%
15.62%
50.60%
102.5%
11.23%
12.67%
9.31%
7.92%
9.31%
10.83%
As of April 15, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of March 31, 2021