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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

YearReturn
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
Volatility21.60%
Sortino ratio0.64
Calmar ratio0.13
Best year, 2003+45.63%
Worst year, 2008−36.09%
Positive years30 of 45
Longest drawdown12 years

Worst drawdowns

Since 1980
DeclinePeakBottomRecoveredLength
−63.3%Jul 1983Oct 1990Jul 199512 years
−59.8%Jul 2007Mar 2009Dec 20103.4 years
−43.5%Mar 2000Oct 2002Jan 20043.8 years
−41.8%Feb 2020Mar 2020Nov 20209 months
−38.3%Jun 1981Feb 1982Feb 19831.7 years