Vanguard Extended Market Index Fund Institutional Plus Shares (VEMPX)

$322.52
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Growth
Fund BenchmarkU.S. Small Cap - Growth
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Extended Market Index Fund Institutional Plus Shares 39 1.09 4.83% -2.19% 0.06%
U.S. Small Cap - Growth 38 1.04 7.35% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 3.47% 5.12% -1.65%
Year-to-Date 4.83% 7.35% -2.53%
1 Year 27.62% 0.00% 27.62%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

39%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 39% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.06%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$79

Real cost (fees + lost compounding)

$97

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
3.14%