VFIAX: VANGUARD 500 INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 525.08 7.63(1.47%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 11/13/2000 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.11% |
| Expenses | 0.14% |
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Performance Analytics (As of 04/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/13/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | -3.3 | 14.4 | 11.4 | 15.7 | 12.3 | 13.1 | 10.3 | 8.0 | 25.0 | 26.2 | -18.2 | 28.7 | 18.3 | 31.5 | -4.5 | 21.8 | 11.9 | 1.3 | 13.7 | 32.3 | 16.0 | 2.1 | 15.0 | 26.7 | -37.0 | 5.5 | 15.7 | 4.9 | 10.8 | 28.6 | -22.1 | -12.0 | -2.1 |
| Sharpe Ratio | NA | -0.73 | 0.21 | 0.32 | 0.74 | 0.56 | NA | NA | 0.34 | 1.45 | 1.69 | -0.81 | 2.18 | 0.52 | 2.41 | -0.34 | 3.18 | 0.89 | 0.08 | 1.2 | 2.92 | 1.26 | 0.09 | 0.83 | 0.98 | -0.92 | 0.16 | 1.25 | 0.26 | 0.89 | 1.64 | -0.9 | -0.67 | -0.8 |
| Draw Down(%) | NA | 19.0 | 19.0 | 19.0 | 24.5 | 33.8 | NA | NA | 55.2 | 8.4 | 9.9 | 24.5 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.6 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 7.4 | 13.8 | 33.0 | 29.2 | 8.9 |
| Standard Deviation(%) | NA | 28.7 | 19.4 | 18.6 | 17.9 | 18.4 | NA | NA | 19.5 | 12.7 | 13.1 | 24.2 | 13.1 | 34.7 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 41.1 | 16.1 | 10.0 | 10.3 | 11.1 | 17.0 | 25.8 | 21.6 | 24.5 |
| Treynor Ratio | NA | -0.21 | 0.04 | 0.06 | 0.14 | 0.1 | NA | NA | 0.07 | 0.19 | 0.22 | -0.2 | 0.29 | 0.18 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.14 | 0.32 | 0.16 | 0.02 | 0.15 | 0.27 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -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 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | NA | NA | 1.0 | 0.99 | 0.99 | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.84 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.5 | 2.2 | 2.6 | 4.0 | 3.6 | N/A | 1.5 | 1.8 | 1.3 | 1.6 | 1.8 | 2.4 | 1.9 | 2.1 | 2.2 | 2.1 | 2.1 | 2.3 | 2.4 | 2.0 | 2.0 | 2.6 | 1.9 | 2.0 | 1.9 | 1.9 | 2.0 | 1.8 | 1.3 | 1.1 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | -19.6 | 8.7 | 24.0 | 96.8 | N/A | N/A | N/A | 5.3 | 7.0 | 9.5 | 2.4 | -4.9 | 17.4 | 8.0 | 5.6 | 5.3 | 12.6 | 12.3 | 9.7 | 19.5 | 14.7 | -5.4 | -15.1 | -0.2 | 15.4 | 8.2 | 2.1 | 37.2 | 5.2 | 5.7 | 251.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2000
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