VFFSX: VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 245.24 2.13(0.88%) April 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 03/30/2016 |
| Last Dividend Date: | 03/22/2024 |
| 12-Mo. Yield | 1.44% |
| Expenses | 0.03% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 5.5 | 23.2 | 8.3 | 13.5 | 12.7 | 26.3 | -18.1 | 29.2 | 18.3 | 31.5 | -4.4 | 21.8 | 10.1 |
| Sharpe Ratio | NA | 1.07 | 1.5 | 0.32 | 0.55 | 0.66 | 1.7 | -0.81 | 2.21 | 0.52 | 2.41 | -0.33 | 3.19 | 1.21 |
| Draw Down(%) | NA | 5.4 | 9.9 | 24.5 | 33.8 | 33.8 | 9.9 | 24.5 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 5.7 |
| Standard Deviation(%) | NA | 11.5 | 11.8 | 17.4 | 21.4 | 18.5 | 13.1 | 24.2 | 13.2 | 34.7 | 12.5 | 17.1 | 6.7 | 11.0 |
| Treynor Ratio | NA | 0.12 | 0.18 | 0.06 | 0.12 | 0.12 | 0.23 | -0.2 | 0.3 | 0.18 | 0.3 | -0.06 | 0.21 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.01 |
| RSquared | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.97 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.4 | 1.7 | 1.6 | 2.3 | N/A | 1.8 | 1.4 | 2.0 | 1.8 | 2.4 | 1.9 | 2.1 | 1.2 |
| Dividend Growth(%) | N/A | -75.8 | 5.9 | N/A | N/A | N/A | 6.6 | -13.8 | 28.6 | -4.3 | 17.2 | 8.0 | 100.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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