NAESX
Vanguard Small-Cap Index Fund Investor Shares
Mutual fund
$138.77+0.39 (+0.28%)Close Sep 25, 2026
NAESX returned 7.95% a year from Jan 1980 to Sep 2026, turning $10,000 into $354,580. It fell 63.26% from Jul 1983 to Oct 1990, and it took 12 years to get back to its high.
Jan 30, 1980 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $354,580 | 7.95% | −63.26% | 0.46 |
| $10,000 became | $354,580 |
|---|---|
| CAGR | 7.95% |
| Max drawdown | −63.26% |
| Sharpe ratio | 0.46 |
Loading the growth chart…
Growth of $10,000
- NAESX
Trailing returns
| Period | NAESX |
|---|---|
| 1M | −4.43% |
| 3M | −3.04% |
| 6M | +9.56% |
| YTD | +12.97% |
| 1Y | +16.15% |
| 3Y | +16.71% |
| 5Y | +6.63% |
| 10Y | +10.44% |
| 15Y | +12.34% |
| 20Y | +9.36% |
| 25Y | +10.39% |
| 30Y | +9.48% |
| Since 1980 | +7.95% |
Metrics
| Return | NAESX |
|---|---|
| Final balance | $354,580 |
| Total return | 3,445.80% |
| CAGR | 7.95% |
| Calendar years | NAESX |
| Best year | 45.63% |
| Worst year | −36.09% |
| Positive years | 30 of 45 |
| Risk | NAESX |
| Max drawdown | −63.26% |
| Longest drawdown | 12 years |
| Volatility (annualized) | 21.61% |
| Risk-adjusted | NAESX |
| Sharpe ratio | 0.46 |
| Sortino ratio | 0.64 |
| Calmar ratio | 0.13 |
| Return | NAESX |
|---|---|
| Final balance | $354,580 |
| Total return | 3,445.80% |
| CAGR | 7.95% |
| Calendar years | NAESX |
| Best year | 45.63% |
| Worst year | −36.09% |
| Positive years | 30 of 45 |
| Risk | NAESX |
|---|---|
| Max drawdown | −63.26% |
| Longest drawdown | 12 years |
| Volatility (annualized) | 21.61% |
| Risk-adjusted | NAESX |
| Sharpe ratio | 0.46 |
| Sortino ratio | 0.64 |
| Calmar ratio | 0.13 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −63.3% | Jul 1983 | Oct 1990 | Jul 1995 |
| −59.8% | Jul 2007 | Mar 2009 | Dec 2010 |
| −43.5% | Mar 2000 | Oct 2002 | Jan 2004 |
| −41.8% | Feb 2020 | Mar 2020 | Nov 2020 |
| −38.3% | Jun 1981 | Feb 1982 | Feb 1983 |
Annual returns
| Year | NAESX |
|---|---|
| 1980from Jan 30 | +21.71% |
| 1981 | −2.83% |
| 1982 | +16.48% |
| 1983 | +1.91% |
| 1984 | −25.17% |
| 1985 | +14.93% |
| 1986 | −13.72% |
| 1987 | −17.52% |
| 1988 | +24.64% |
| 1989 | −6.57% |
| 1990 | −19.43% |
| 1991 | +45.24% |
| 1992 | +18.21% |
| 1993 | +18.66% |
| 1994 | −0.52% |
| 1995 | +28.76% |
| 1996 | +18.14% |
| 1997 | +24.57% |
| 1998 | −2.65% |
| 1999 | +23.25% |
| 2000 | −3.21% |
| 2001 | +3.10% |
| 2002 | −20.04% |
| 2003 | +45.63% |
| 2004 | +19.85% |
| 2005 | +7.41% |
| 2006 | +15.63% |
| 2007 | +1.16% |
| 2008 | −36.09% |
| 2009 | +36.13% |
| 2010 | +27.72% |
| 2011 | −2.79% |
| 2012 | +18.03% |
| 2013 | +37.63% |
| 2014 | +7.39% |
| 2015 | −3.78% |
| 2016 | +18.17% |
| 2017 | +16.10% |
| 2018 | −9.44% |
| 2019 | +27.22% |
| 2020 | +18.92% |
| 2021 | +17.60% |
| 2022 | −17.71% |
| 2023 | +19.35% |
| 2024 | +12.83% |
| 2025 | +8.71% |
| 2026to Sep 25 | +12.97% |