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VITPX: VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 87.85 1.04(1.20%) May 03
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (82%) |
Start Date: | 06/08/2001 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.36% |
Expenses | 0.02% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 7.2 | 27.1 | 6.9 | 13.0 | 12.0 | 14.5 | 10.1 | 8.5 | 26.0 | -19.5 | 25.8 | 20.9 | 30.9 | -5.2 | 21.1 | 12.8 | 0.5 | 12.6 | 33.6 | 16.5 | 1.1 | 17.3 | 28.9 | -36.9 | 5.6 | 15.8 | 6.2 | 12.7 | 31.2 | -21.6 | -8.6 |
Sharpe Ratio | NA | 1.52 | 1.94 | 0.24 | 0.51 | 0.61 | NA | NA | 0.38 | 1.62 | -0.84 | 1.87 | 0.59 | 2.32 | -0.38 | 2.91 | 0.93 | 0.03 | 1.07 | 2.96 | 1.26 | 0.04 | 0.92 | 1.03 | -0.92 | 0.16 | 1.17 | 0.38 | 1.02 | 1.84 | -0.91 | -0.88 |
Draw Down(%) | NA | 5.7 | 10.7 | 25.3 | 35.0 | 35.0 | NA | NA | 55.3 | 10.7 | 25.3 | 5.2 | 35.0 | 6.8 | 20.2 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 20.3 | 16.2 | 27.4 | 48.3 | 10.0 | 8.4 | 7.0 | 8.4 | 13.3 | 32.8 | 24.1 |
Standard Deviation(%) | NA | 11.9 | 12.1 | 17.9 | 21.9 | 18.1 | NA | NA | 19.6 | 13.6 | 24.9 | 13.7 | 35.2 | 12.7 | 16.9 | 7.1 | 13.6 | 15.3 | 11.8 | 11.4 | 13.1 | 24.5 | 18.7 | 28.1 | 41.1 | 16.0 | 10.7 | 10.7 | 11.5 | 16.6 | 25.1 | 19.4 |
Treynor Ratio | NA | 0.18 | 0.23 | 0.04 | 0.11 | 0.11 | NA | NA | 0.07 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.17 | 0.28 | -0.38 | 0.03 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA |
Beta | NA | 1.01 | 1.02 | 1.01 | 1.01 | 1.01 | NA | NA | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 | 1.02 | 1.02 | 1.02 | 1.03 | 1.03 | 1.03 | 1.0 | 1.01 | 1.05 | 1.04 | 1.03 | NA | NA | NA |
RSquared | NA | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | NA | NA | 0.87 | 0.96 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.0 | 4.9 | 6.5 | 12.4 | 3.7 | 4.0 | 2.8 | 3.1 | 2.3 | 2.0 | 2.2 | 2.4 | 1.8 | 2.0 | 2.4 | 1.8 | 1.8 | 1.8 | 1.6 | 1.8 | 1.4 | 0.6 | 0.0 |
Dividend Growth(%) | N/A | -77.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -54.5 | -8.0 | -44.7 | 329.6 | -16.4 | 65.3 | 2.1 | 33.0 | 26.2 | 13.5 | 5.7 | 32.1 | 3.9 | 6.2 | -14.3 | 1.8 | 10.0 | 25.0 | -7.0 | 65.4 | 100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2001
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