VSIIX
Vanguard Small-Cap Value Index Fund Institutional Shares
$59.04−0.68 (−1.14%)Close Nov 12, 2026
Dec 7, 1999 – Nov 12, 2026, Dividends reinvested
- Final balance
- $111,546
- CAGR
- +9.37%
- Max drawdown
- −62.05%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
VSIIX's average annual return was 10.31% over the last 10 years and 8.83% over the last 20 years, through Nov 12, 2026. $10,000 in VSIIX on Nov 11, 2016 grew to $26,678 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- +4.77%
- 3M
- −1.27%
- 6M
- +7.33%
- YTD
- +17.74%
- 1Y
- +19.98%
Per year
- 3Y
- +18.73%
- 5Y
- +8.14%
- 10Y
- +10.31%
- 15Y
- +11.77%
- 20Y
- +8.83%
- 25Y
- +9.81%
- Since 1999
- +9.37%
Annual returns
1999 from Dec 7 · 2026 through Nov 12
VSIIX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +17.74% |
| 2025 | +9.10% |
| 2024 | +12.42% |
| 2023 | +15.95% |
| 2022 | −9.31% |
| 2021 | +28.12% |
| 2020 | +5.82% |
| 2019 | +22.81% |
| 2018 | −12.24% |
| 2017 | +11.80% |
| 2016 | +24.80% |
| 2015 | −4.66% |
| 2014 | +10.63% |
| 2013 | +36.65% |
Metrics
Since 1999| Volatility | 22.60% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.15 |
| Best year, 2003 | +37.23% |
| Worst year, 2008 | −32.04% |
| Positive years | 19 of 26 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.0% | Jun 2007 | Mar 2009 | Feb 2011 | 3.7 years |
| −45.4% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −36.6% | May 2002 | Mar 2003 | Dec 2003 | 1.6 years |
| −27.8% | Apr 2011 | Oct 2011 | Sep 2012 | 1.4 years |
| −24.1% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |