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

375.21 +8.59 (+2.34%) USD  |  Sep 27 2021

VSMVX Performance

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Cumulative Total Returns Versus Peers

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 September 24, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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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%
25.50%
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%
19.87%
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%
24.16%
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%
32.65%
JHancock Small Cap Value I
0.61%
15.33%
33.45%
6.36%
-1.13%
22.20%
3.74%
-12.18%
26.60%
-5.73%
18.82%
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%
24.79%
As of September 24, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Vanguard S&P Small-Cap 600 Val Idx Instl
-0.15%
-5.29%
5.23%
72.28%
8.34%
12.07%
14.94%
--
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13.63%
S&P 500 Total Return
-0.57%
4.78%
15.36%
39.28%
17.24%
17.73%
16.98%
10.73%
9.89%
10.59%
ProFunds Small Cap Value Inv
-0.25%
-5.59%
4.59%
69.59%
6.54%
10.15%
12.82%
7.04%
8.40%
7.37%
Putnam Small Cap Value Y
2.16%
-3.31%
11.74%
83.73%
9.50%
11.35%
13.39%
7.06%
9.45%
9.94%
JHancock Small Cap Value I
-0.29%
-2.60%
5.74%
64.75%
4.67%
7.73%
11.64%
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12.50%
Federated Hermes Clover Small Value IS
1.80%
-0.98%
8.62%
71.19%
9.18%
11.14%
12.25%
8.38%
9.56%
10.69%
As of September 24, 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 August 31, 2021