VTWIX: VANGUARD TOTAL WORLD STOCK INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 217.86 0.87(0.40%) April 25
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (2%) |
Start Date: | 06/30/2008 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 2.11% |
Expenses | 0.07% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/30/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 4.1 | 19.2 | 3.8 | 9.5 | 8.3 | 10.8 | 7.3 | 21.9 | -18.0 | 18.2 | 16.7 | 26.8 | -9.7 | 24.2 | 8.8 | -1.9 | 4.0 | 23.0 | 17.3 | -7.6 | 13.1 | 33.7 | -33.1 |
Sharpe Ratio | NA | 0.4 | 0.99 | 0.07 | 0.38 | 0.43 | NA | 0.32 | 1.44 | -0.87 | 1.44 | 0.51 | 2.24 | -0.74 | 3.65 | 0.59 | -0.13 | 0.37 | 2.02 | 1.22 | -0.31 | 0.67 | 1.19 | -1.03 |
Draw Down(%) | NA | 5.1 | 11.0 | 26.4 | 34.2 | 34.2 | NA | 49.8 | 11.0 | 26.2 | 5.5 | 34.2 | 6.6 | 19.9 | 1.9 | 11.6 | 14.7 | 9.4 | 8.5 | 13.0 | 23.4 | 16.0 | 27.2 | 45.9 |
Standard Deviation(%) | NA | 10.6 | 11.3 | 16.1 | 19.8 | 16.6 | NA | 20.1 | 12.3 | 22.3 | 12.7 | 32.0 | 11.3 | 14.8 | 6.5 | 14.5 | 14.7 | 10.7 | 11.4 | 14.3 | 24.8 | 19.5 | 28.2 | 53.8 |
Treynor Ratio | NA | 0.05 | 0.12 | 0.01 | 0.07 | 0.07 | NA | 0.07 | 0.19 | -0.19 | 0.2 | 0.15 | 0.25 | -0.11 | 0.29 | 0.1 | -0.02 | 0.04 | 0.26 | 0.2 | -0.08 | 0.14 | 0.35 | -0.6 |
Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.02 | NA | 0.02 | 0.03 | -0.01 | 0.04 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | 0.01 | 0.03 | 0.03 | 0.01 | 0.03 | 0.01 | 0.0 | 0.02 |
Beta | NA | 0.92 | 0.91 | 0.98 | 1.03 | 0.99 | NA | 0.95 | 0.92 | 1.03 | 0.91 | 1.07 | 1.03 | 1.03 | 0.83 | 0.83 | 0.92 | 0.93 | 0.9 | 0.87 | 0.94 | 0.9 | 0.95 | 0.93 |
RSquared | NA | 0.79 | 0.85 | 0.85 | 0.9 | 0.9 | NA | 0.94 | 0.83 | 0.88 | 0.8 | 0.95 | 0.91 | 0.89 | 0.83 | 0.93 | 0.92 | 0.88 | 0.94 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 |
Yield(%) | N/A | 0.4 | 2.5 | 2.0 | 2.5 | 2.9 | 4.7 | N/A | 2.5 | 1.8 | 2.1 | 1.9 | 2.9 | 2.2 | 2.5 | 2.6 | 2.4 | 2.5 | 2.5 | 2.6 | 2.2 | 2.1 | 2.0 | 0.4 |
Dividend Growth(%) | N/A | -80.5 | 17.9 | 20.8 | 26.1 | N/A | N/A | N/A | 12.7 | -2.8 | 26.4 | -18.0 | 12.6 | 6.2 | 7.0 | 3.1 | -4.0 | 19.8 | 7.2 | 11.4 | 9.9 | 42.2 | 214.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008
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