Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX)

$306.26
D Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mid Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Small-Cap Index Fund Institutional Plus Shares 39 1.08 13.82% -2.99% 0.06%
U.S. Mid Cap 37 1.05 12.15% - -

* 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 6.63% 8.10% -1.47%
Year-to-Date 13.82% 12.15% 1.67%
1 Year 78.95% 62.13% 16.82%

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)
0.39%