See what your fund actually adds

Vanguard Strategic Small-Cap Equity Fund Investor Shares VSTCX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

VSTCX compared with its replication portfolio
MeasureVSTCXReplication
Annualized growth11.8%6.4%
Annualized volatility20.4%19.8%
Sharpe ratio0.650.41
Maximum drawdown24.2%27.2%
Replication fit (R²)0.98 · Tracking error 2.9%

Replication portfolio

The published portfolio below is the investable basket used to model VSTCX’s historical return behavior.

VSTCX replication basket weights
TickerBuilding blockWeight
IJRUS Small Cap49.5%
IWCMicro Cap19.2%
IJHUS Mid Cap13.6%
VBRSmall-Cap · Value11.8%
VBKSmall-Cap · Growth5.8%