All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

VSMAX vs. VIMAX vs. VLCAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Fri 2004-01-30💬 to Mon 2026-07-20 Overall
Return
Exponential
Trendline
VSMAX
×
+356.67%
+6.99%/yr
+7.43%/yr
R2=0.894
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund
VIMAX
×
+394.70%
+7.37%/yr
+7.76%/yr
R2=0.901
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund
VLCAX
×
+476.34%
+8.11%/yr
+8.61%/yr
R2=0.906
Vanguard Large-Cap Index Fund Admiral Shares Mutual Fund

Growth of $10,000 Summary

Fri 2004-01-30💬 to Mon 2026-07-20 Start
Value
End
Value
VSMAX
×
$10,000.00
2004-01-30
$45,667.12
2026-07-20
VIMAX
×
$10,000.00
2004-01-30
$49,470.34
2026-07-20
VLCAX
×
$10,000.00
2004-01-30
$57,634.10
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
VSMAX
×
+11.25% +18.32%
VIMAX
×
+7.44% +9.89%
VLCAX
×
+5.66% +14.95%

Drawdowns

  Current
Drawdown
Worst
Drawdown
VSMAX
×
−3.03%
on 2026-07-20
from 2026-06-30 peak
−60.44%
on 2009-03-09
from 2007-07-13 peak
VIMAX
×
−1.35%
on 2026-07-20
from 2026-07-06 peak
−59.72%
on 2008-11-20
from 2007-07-13 peak
VLCAX
×
−2.02%
on 2026-07-20
from 2026-06-02 peak
−55.55%
on 2009-03-09
from 2007-10-09 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
VSMAX
×
+18.32% +25.20%
+11.89%/yr
+36.12%
+10.82%/yr
+18.56%
+3.46%/yr
+103.45%
+7.36%/yr
VIMAX
×
+9.89% +24.79%
+11.71%/yr
+34.74%
+10.45%/yr
+19.47%
+3.62%/yr
+108.99%
+7.65%/yr
VLCAX
×
+14.95% +30.46%
+14.22%/yr
+56.41%
+16.08%/yr
+47.40%
+8.07%/yr
+190.40%
+11.25%/yr

Annual Returns

Year VSMAX VIMAX VLCAX
2026 (YTD) +11.25% +7.44% +5.66%
2025 +6.00% +8.77% +15.02%
2024 +11.03% +12.00% +21.60%
2023 +14.34% +12.19% +23.14%
2022 −22.61% −23.64% −24.57%
2021 +10.00% +16.33% +18.67%
2020 +17.46% +16.59% +19.40%
2019 +24.52% +28.10% +28.45%
2018 −11.02% −10.94% −6.27%
2017 +13.83% +16.79% +19.50%
2016 +15.90% +8.96% +9.38%
2015 −4.34% −2.07% +0.33%
2014 +6.70% +12.92% +12.53%
2013 +35.79% +33.16% +30.69%
2012 +16.21% +14.00% +14.09%
2011 −5.49% −4.78% −1.34%
2010 +26.00% +23.74% +14.10%
2009 +32.73% +36.77% +24.40%
2008 −36.08% −41.84% −37.10%
2007 −2.74% +2.00% +2.24%
2006 +12.92% +10.89% +12.74%
2005 +3.93% +10.26% +2.67%
2004 +16.23% +16.62% +7.35%
2003 +43.07% +31.76%
2002 −21.86% −16.54%
2001 +1.65% +8.61%
2000 +2.65%