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Vanguard Strategic Small-cap Equity Fund Investor Shares: (MF: VSTCX)
(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET
$37.65 USD
-0.72 (-1.88%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.53 | 30 |
| 3 months | 7.53 | 30 |
| 6 months | 24.37 | 9 |
| 1 Year | 26.24 | 8 |
| 3 Year | 8.54 | 6 |
| 5 Year | 12.17 | 10 |
| 10 Year | 9.74 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.57 |
| Bull Market (2/09 - 3/21) | 797.42 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 26.24 |
| 5 Year | 12.16 |
| 10 Year | 9.74 |
| Since Inception | 8.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.53 | NA | NA | NA |
| 2023 | 3.32 | 5.11 | -3.43 | 15.65 |
| 2022 | -4.20 | -16.01 | -3.11 | 11.68 |
| 2021 | 18.50 | 7.16 | -2.18 | 7.44 |
| 2020 | -34.56 | 25.92 | 4.70 | 25.62 |
| 2019 | 13.00 | -0.53 | -0.72 | 9.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.53 | 21.28 | -12.94 | 33.47 | 8.38 | 22.14 | -11.91 | 10.32 | 20.62 | -4.22 | 16.38 |
| % Total Return Rel to Index | -3.02 | -4.96 | 5.26 | 4.79 | -10.01 | -9.34 | -7.52 | -11.47 | 8.68 | -5.61 | 2.74 |
| % Total Return Rel to Peer | 1.02 | 5.20 | 6.57 | 14.16 | -10.61 | -3.28 | -1.14 | -5.27 | 4.67 | 0.50 | 13.71 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 2.00 | 1.00 | 4.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 | 1.00 |
| % Dividends | 0.00 | 0.43 | 0.36 | 0.50 | 0.43 | 0.39 | 0.37 | 0.39 | 0.46 | 0.34 | 2.43 |
| % Yield | 0.00 | 1.11 | 1.05 | 1.06 | 1.20 | 1.12 | 1.18 | 1.01 | 1.31 | 1.13 | 7.22 |
| Capital Gains ($) | 0.00 | 0.50 | 1.99 | 7.27 | 0.00 | 0.97 | 2.92 | 2.05 | 0.00 | 0.00 | 2.09 |
| Expense Ratio | 0.00 | 0.26 | 0.26 | 0.26 | 0.26 | 0.26 | 0.29 | 0.29 | 0.29 | 0.34 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%