NAESX
Vanguard Small-Cap Index Fund Investor Shares
$139.66−1.86 (−1.31%)Close Nov 12, 2026
Jan 30, 1980 – Nov 12, 2026, Dividends reinvested
- Final balance
- $357,777
- CAGR
- +7.95%
- Max drawdown
- −63.26%
- Sharpe ratio
- 0.46
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Growth of $10,000
Trailing returns (%)
NAESX's average annual return was 10.50% over the last 10 years and 9.10% over the last 20 years, through Nov 12, 2026. $10,000 in NAESX on Nov 11, 2016 grew to $27,149 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- +1.14%
- 3M
- −4.84%
- 6M
- +2.36%
- YTD
- +13.99%
- 1Y
- +15.25%
Per year
- 3Y
- +18.22%
- 5Y
- +5.60%
- 10Y
- +10.50%
- 15Y
- +11.41%
- 20Y
- +9.10%
- 25Y
- +9.95%
- 30Y
- +9.47%
- Since 1980
- +7.95%
Annual returns
1980 from Jan 30 · 2026 through Nov 12
NAESX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +13.99% |
| 2025 | +8.71% |
| 2024 | +12.83% |
| 2023 | +19.35% |
| 2022 | −17.71% |
| 2021 | +17.60% |
| 2020 | +18.92% |
| 2019 | +27.22% |
| 2018 | −9.44% |
| 2017 | +16.10% |
| 2016 | +18.17% |
| 2015 | −3.78% |
| 2014 | +7.39% |
| 2013 | +37.63% |
Metrics
Since 1980| Volatility | 21.60% |
|---|---|
| Sortino ratio | 0.64 |
| Calmar ratio | 0.13 |
| Best year, 2003 | +45.63% |
| Worst year, 2008 | −36.09% |
| Positive years | 30 of 45 |
| Longest drawdown | 12 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −63.3% | Jul 1983 | Oct 1990 | Jul 1995 | 12 years |
| −59.8% | Jul 2007 | Mar 2009 | Dec 2010 | 3.4 years |
| −43.5% | Mar 2000 | Oct 2002 | Jan 2004 | 3.8 years |
| −41.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −38.3% | Jun 1981 | Feb 1982 | Feb 1983 | 1.7 years |