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VISVX

Vanguard Small-Cap Value Index Fund Investor Shares

$58.95−0.68 (−1.14%)Close Nov 12, 2026

May 21, 1998 – Nov 12, 2026, Dividends reinvested

Final balance
$118,130
CAGR
+9.06%
Max drawdown
−62.15%
Sharpe ratio
0.50

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Growth of $10,000

Trailing returns

VISVX's average annual return was 10.17% over the last 10 years and 8.67% over the last 20 years, through Nov 12, 2026. $10,000 in VISVX on Nov 11, 2016 grew to $26,334 by Nov 12, 2026, with dividends reinvested.

Total

1M
+4.78%
3M
−1.31%
6M
+7.26%
YTD
+17.63%
1Y
+19.82%

Per year

3Y
+18.58%
5Y
+8.00%
10Y
+10.17%
15Y
+11.62%
20Y
+8.67%
25Y
+9.89%
Since 1998
+9.06%

Annual returns

1998 from May 21 · 2026 through Nov 12

VISVX returns by year

YearReturn
2026 through Nov 12+17.63%
2025+8.94%
2024+11.21%
2023+16.92%
2022−9.43%
2021+27.97%
2020+5.68%
2019+22.61%
2018−12.35%
2017+11.67%
2016+24.64%
2015−4.77%
2014+10.42%
2013+36.43%

Metrics

Since 1998
Volatility22.29%
Sortino ratio0.71
Calmar ratio0.15
Best year, 2003+37.20%
Worst year, 2008−32.08%
Positive years20 of 27
Longest drawdown3.7 years

Worst drawdowns

Since 1998
DeclinePeakBottomRecoveredLength
−62.1%Jun 2007Mar 2009Feb 20113.7 years
−45.4%Jan 2020Mar 2020Nov 202010 months
−36.3%May 2002Oct 2002Dec 20031.6 years
−32.4%May 1998Oct 1998Jul 20002.1 years
−27.8%Apr 2011Oct 2011Sep 20121.4 years