VTSMX: VANGUARD TOTAL STOCK MARKET INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 146.29 0.72(0.49%) January 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 04/27/1992 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 1.07% |
| Expenses | 0.03% |
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Performance Analytics (As of 01/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/27/1992 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.2 | 3.8 | 26.1 | 10.7 | 13.7 | 13.1 | 13.8 | 10.6 | 10.5 | 23.2 | 25.9 | -19.6 | 25.6 | 20.9 | 30.6 | -5.3 | 21.1 | 12.5 | 0.3 | 12.4 | 33.3 | 16.3 | 1.0 | 17.1 | 28.7 | -37.0 | 5.5 | 15.5 | 6.0 | 12.5 | 31.4 | -21.0 | -11.0 | -10.6 | 23.8 | 23.3 | 31.0 | 20.7 | 35.0 | -0.4 | 10.3 | 10.4 |
| Sharpe Ratio | NA | 3.64 | 1.58 | 0.3 | 0.5 | 0.62 | NA | NA | 0.47 | 1.28 | 1.61 | -0.84 | 1.86 | 0.58 | 2.31 | -0.39 | 2.91 | 0.91 | 0.02 | 1.05 | 2.93 | 1.24 | 0.04 | 0.91 | 1.02 | -0.92 | 0.16 | 1.15 | 0.36 | 1.01 | 1.86 | -0.88 | -0.61 | -0.61 | 1.19 | 1.01 | 1.68 | 1.54 | 4.12 | -0.36 | 0.99 | 1.56 |
| Draw Down(%) | NA | 2.5 | 8.6 | 22.9 | 35.0 | 35.0 | NA | NA | 55.4 | 8.6 | 10.8 | 25.4 | 5.2 | 35.0 | 6.8 | 20.2 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 20.4 | 16.3 | 27.4 | 48.4 | 10.0 | 8.5 | 7.0 | 8.4 | 13.2 | 32.5 | 29.4 | 20.7 | 11.5 | 22.0 | 10.1 | 9.4 | 2.7 | 8.2 | 5.0 | 4.9 |
| Standard Deviation(%) | NA | 15.5 | 13.2 | 18.0 | 21.9 | 18.2 | NA | NA | 18.4 | 13.0 | 13.6 | 24.9 | 13.7 | 35.1 | 12.7 | 17.0 | 7.1 | 13.6 | 15.3 | 11.8 | 11.4 | 13.1 | 24.5 | 18.7 | 28.1 | 41.0 | 16.0 | 10.7 | 10.6 | 11.4 | 16.5 | 25.0 | 22.2 | 24.0 | 17.3 | 19.8 | 16.3 | 11.1 | 7.6 | 9.4 | 8.3 | 8.5 |
| Treynor Ratio | NA | 0.57 | 0.21 | 0.05 | 0.11 | 0.11 | NA | NA | 0.09 | 0.16 | 0.21 | -0.21 | 0.25 | 0.21 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.17 | 0.28 | -0.38 | 0.02 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 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 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 1.01 | 1.01 | 0.99 | 0.99 | NA | NA | 1.01 | 1.01 | 1.02 | 1.01 | 1.02 | 0.97 | 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 | 1.03 | 1.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 0.99 | 1.0 | 0.95 | 0.96 | NA | NA | 0.69 | 0.99 | 0.99 | 1.0 | 0.98 | 0.91 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.3 | 1.6 | 2.4 | 3.9 | 3.4 | N/A | 1.1 | 1.7 | 1.2 | 1.4 | 1.6 | 2.1 | 1.8 | 1.9 | 2.0 | 1.8 | 1.8 | 2.1 | 2.3 | 1.8 | 1.9 | 2.3 | 1.7 | 1.8 | 1.7 | 1.7 | 1.7 | 1.6 | 1.1 | 1.1 | 1.4 | 2.4 | 2.0 | 3.4 | 2.4 | 2.5 | 2.3 | 2.4 | 2.3 |
| Dividend Growth(%) | N/A | -100.0 | -20.9 | 7.8 | 21.3 | 101.2 | 128.9 | N/A | N/A | -20.9 | 8.1 | 9.9 | 3.3 | -5.5 | 11.8 | 10.8 | 5.1 | 8.1 | 11.3 | 11.2 | 6.2 | 28.1 | 6.0 | 2.9 | -12.1 | -2.7 | 14.9 | 10.8 | 6.3 | 36.1 | 11.6 | -1.3 | -37.6 | -26.8 | 43.2 | -23.3 | 60.0 | 32.1 | 3.7 | 3.8 | 13.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/1992
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