U.S. markets closed

Vanguard Small Cap Index Inv (NAESX)

Nasdaq - Nasdaq Precio retrasado. Moneda en USD.
Añadir a la lista de seguimiento
103.69-0.54 (-0.52%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado2.11%
Retorno promedio a 5 años7.88%
Número de años al alza36
Número de años a la baja14
Mejor retorno total a 1 año (4 jul 2024)37.62%
Peor retorno total en 1 año (4 jul 2024)N/D
Mejor retorno total a 3 años37.62%
Peor retorno total en 3 años4.54%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoNAESXCategoría
AIF3.00%20.19%
1 mes-1.35%0.02%
3 meses-4.17%4.36%
1 año11.36%60.18%
3 años0.38%11.32%
5 años8.31%13.88%
10 años7.95%11.19%
Último mercado alcista29.40%27.98%
Último mercado bajista-16.90%-24.08%

Historial del rendimiento total anual (%)

Año
NAESXCategoría
2024
N/DN/D
2023
18.05%N/D
2022
-17.71%N/D
2021
17.59%N/D
2020
18.96%10.99%
2019
27.22%23.75%
2018
-9.43%-12.72%
2017
16.10%12.28%
2016
18.17%20.78%
2015
-3.78%-5.38%
2014
7.37%3.79%
2013
37.62%37.39%
2012
18.04%15.46%
2011
-2.80%-4.07%
2010
27.72%25.61%
2009
36.12%31.80%
2008
-36.07%-36.56%
2007
1.16%-1.10%
2006
15.66%15.03%
2005
7.36%6.75%
2004
19.90%18.94%
2003
45.63%43.41%
2002
-20.02%-16.22%
2001
3.10%8.92%
2000
-2.67%11.89%
1999
23.13%19.95%
1998
-2.61%-3.03%
1997
24.59%26.36%
1996
18.12%21.50%
1995
28.74%27.21%
1994
-0.51%-1.76%
1993
18.70%17.65%
1992
18.20%13.94%
1991
45.26%40.70%
1990
-18.13%-11.95%
1989
10.55%18.31%
1988
24.63%23.02%
1987
-6.99%-1.94%
1986
0.20%7.16%
1985
23.07%28.67%
1984
-25.17%-3.24%
1983
18.15%27.16%
1982
46.42%30.33%
1981
-2.83%2.24%
1980
44.01%33.53%
1979
34.39%37.52%
1978
6.83%17.66%
1977
6.51%14.66%
1976
21.62%28.51%
1975
26.16%27.65%
1974
-10.39%-20.96%

Retornos del último trimestre (%)

AñoT1T2T3T4
20247.48%-4.17%N/DN/D
20233.70%5.29%-4.63%13.37%
2022-5.77%-16.90%-2.64%7.94%
202110.19%5.57%-2.65%3.84%
2020-30.10%26.65%5.76%27.05%
201916.15%2.85%-1.49%8.11%
2018-0.24%6.18%4.74%-18.36%
20173.70%1.92%4.54%5.07%
20160.97%3.95%6.14%6.08%
20154.75%-0.60%-10.34%3.07%
20142.56%3.72%-5.51%6.82%
201312.82%2.72%9.16%8.79%
201212.91%-3.48%5.42%2.75%
20118.81%-1.16%-21.43%15.03%
20109.65%-10.05%12.06%15.55%
2009-13.49%24.09%21.84%4.07%
2008-9.17%1.05%-5.02%-26.66%
20073.51%5.48%-2.44%-5.03%
200612.20%-4.72%-0.26%8.47%
2005-3.79%4.84%5.21%1.17%
20046.59%1.00%-2.26%13.95%
2003-4.53%22.21%8.65%14.89%
20023.99%-7.81%-21.37%6.10%
2001-6.48%15.02%-20.71%20.88%
20006.87%-3.16%0.87%-6.76%
1999-5.61%17.14%-6.07%18.55%
199810.15%-5.04%-20.14%16.58%
1997-4.98%17.33%15.61%-3.34%
19965.54%5.54%0.68%5.33%
19954.80%9.29%9.96%2.21%
1994-1.98%-3.39%7.01%-1.82%
19934.98%1.56%8.13%2.97%
19927.96%-6.61%2.77%14.08%
199129.29%-1.86%8.48%5.53%
1990-1.99%3.69%-24.00%6.00%
19896.02%4.89%6.27%-6.45%
198818.76%5.67%-1.24%0.56%
198722.14%2.17%7.74%-30.82%
198614.60%6.89%-20.29%2.62%
198512.45%3.87%-9.25%16.10%
1984-11.90%-7.75%1.39%-9.19%
198318.44%21.23%-12.13%-6.36%
1982-6.31%1.48%13.95%35.15%
19817.85%6.49%-25.55%13.65%
1980-7.77%13.80%23.76%10.87%
19798.33%5.32%8.84%8.22%
19780.73%7.59%12.93%-12.71%
1977-6.86%5.96%3.08%4.70%
197619.77%0.43%-5.02%6.44%
197510.14%20.98%-12.43%8.11%
1974-5.36%-6.02%-6.91%8.23%

Rango en categoría (por retorno total)

AIF35
1 mes41
3 meses78
1 año36
3 años54
5 años47

Retornos ajustados por comisiones

1 año11.36%
3 años0.38%
5 años8.31%
10 años7.95%