Vanguard Russell 2000 Growth Index Fund Institutional Shares (VRTGX)

$300.44
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 39 1.10 1.65% 0.13% 0.08%
U.S. Small Cap - Growth 37 1.04 3.46% - -

* 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 8.76% 10.87% -2.11%
Year-to-Date 1.65% 3.46% -1.82%
1 Year 13.76% 10.96% 2.80%

Risk, Fees & Styles

(as of 6/30/2020)
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
  • 0.08%

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)
2.17%