VSTCX Performance — Vanguard Strategic Small-Cap Equity Fund, Investor Shares
Data updated: 2026-08-28
VSTCX returned +25.37% year to date and +45.29% over one year to Jun 2026. Annualised returns are +23.19% over 3 years and +13.19% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $187, against $156 for the category, and to $145 over one year, against $133. Volatility over the past three years was 19.53% a year. In the 12 months to Jun 2026 the fund took in a net $596.7M, and assets reached $3.13B.
VSTCX Growth of $100
What $100 invested in Vanguard Strategic Small-Cap Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | VSTCX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $145 | $133 |
| 3 years (Jul 2023 – Jun 2026) | $187 | $156 |
| 5 years (Jul 2021 – Jun 2026) | $186 | $141 |
| Since data start (Jul 2019 – Jun 2026) | $278 | $209 |
VSTCX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +25.37% |
| 1 year | +45.29% |
| 3 years (annualised) | +23.19% |
| 5 years (annualised) | +13.19% |
VSTCX Annual Returns
Calendar-year total returns of Vanguard Strategic Small-Cap Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +25.37% |
| 2025 | +15.24% |
| 2024 | +15.86% |
| 2023 | +21.28% |
| 2022 | −12.95% |
| 2021 | +33.48% |
| 2020 | +8.38% |
| 2019 (Jul–Dec) | +8.67% |
VSTCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.8% | +2.1% | −3.7% | +11.8% | +2.9% | +6.8% | — | — | — | — | — | — |
| 2025 | +2.9% | −5.0% | −7.3% | −2.5% | +7.0% | +5.2% | +0.9% | +7.5% | +2.8% | +0.8% | +2.2% | +0.8% |
| 2024 | −2.2% | +5.1% | +4.6% | −6.4% | +4.9% | −1.7% | +10.2% | −1.2% | +1.1% | −1.3% | +11.0% | −7.5% |
| 2023 | +10.1% | −1.0% | −5.2% | −1.9% | −1.8% | +9.2% | +5.4% | −4.1% | −4.5% | −6.5% | +9.2% | +13.3% |
| 2022 | −6.4% | +1.8% | +0.5% | −7.1% | +0.4% | −10.0% | +10.3% | −2.3% | −10.1% | +13.0% | +4.3% | −5.3% |
| 2021 | +5.2% | +7.7% | +4.6% | +3.6% | +2.3% | +1.1% | −2.2% | +2.8% | −2.7% | +4.3% | −2.1% | +5.2% |
| 2020 | −3.8% | −9.1% | −25.1% | +15.4% | +6.2% | +2.8% | +4.9% | +4.3% | −4.4% | +0.1% | +16.4% | +7.8% |
| 2019 | — | — | — | — | — | — | +1.2% | −4.1% | +2.3% | +1.8% | +4.6% | +2.9% |
VSTCX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 19.53%
- 3-year Sharpe ratio: 0.96 (vs 4.5% risk-free rate)
- Best month: +13.30% (Dec 2023)
- Worst month: −7.48% (Dec 2024)
VSTCX Fund Flows
Monthly money in and out of Vanguard Strategic Small-Cap Equity Fund, from SEC Form N-PORT.
- 12-month net flow: $596.7M
- 12-month gross sales (incl. reinvestments): $1.0B
- Sales ÷ redemptions: 2.42×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $55.4M | $42.6M | $12.8M |
| May 2026 | $77.3M | $38.9M | $38.3M |
| Apr 2026 | $90.5M | $37.2M | $53.3M |
| Mar 2026 | $49.8M | $40.1M | $9.7M |
| Feb 2026 | $70.8M | $28.4M | $42.4M |
| Jan 2026 | $130.0M | $44.9M | $85.2M |
| Dec 2025 | $218.2M | $34.0M | $184.1M |
| Nov 2025 | $41.0M | $27.6M | $13.4M |
| Oct 2025 | $44.5M | $34.7M | $9.9M |
| Sep 2025 | $164.8M | $27.9M | $136.9M |
| Aug 2025 | $38.9M | $30.5M | $8.4M |
| Jul 2025 | $34.6M | $32.4M | $2.2M |
VSTCX Assets Under Management
Net assets of Vanguard Strategic Small-Cap Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $3.13B |
| 2026-03-31 | $2.45B |
| 2025-12-31 | $2.27B |
| 2025-09-30 | $2.15B |
| 2025-06-30 | $1.79B |
| 2025-03-31 | $1.63B |
| 2024-12-31 | $1.81B |
| 2024-09-30 | $1.78B |
| 2024-06-30 | $1.57B |
| 2024-03-31 | $1.61B |
| 2023-12-31 | $1.48B |
| 2023-09-30 | $1.29B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.