Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX)

$289.93
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 Russell 2000 Growth Index Fund Institutional Shares 16 1.22 -2.28% 0.10% 0.08%
U.S. Small Cap - Growth 17 1.21 -3.31% - -

* 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 22.83% 21.81% 1.03%
Year-to-Date -2.28% -3.31% 1.03%
1 Year 4.49% 3.22% 1.27%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

16%

(high)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 16% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.08%

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

Total fees paid

$105

Real cost (fees + lost compounding)

$130

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
3.15%