VSMPX: VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 237.5 0.32(0.13%) March 28
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (0%) |
Start Date: | 04/29/2015 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.42% |
Expenses | 0.03% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 10.4 | 34.4 | 9.8 | 14.6 | 12.8 | 26.0 | -19.5 | 25.7 | 21.0 | 30.8 | -5.1 | 21.2 | 12.7 | -2.9 |
Sharpe Ratio | NA | 3.93 | 2.49 | 0.42 | 0.59 | 0.59 | 1.62 | -0.84 | 1.86 | 0.59 | 2.32 | -0.38 | 2.92 | 0.92 | -0.26 |
Draw Down(%) | NA | 1.9 | 10.7 | 25.4 | 35.0 | 35.0 | 10.7 | 25.4 | 5.2 | 35.0 | 6.8 | 20.2 | 2.8 | 11.3 | 12.1 |
Standard Deviation(%) | NA | 11.4 | 12.0 | 17.9 | 21.8 | 18.7 | 13.6 | 24.9 | 13.8 | 35.1 | 12.7 | 16.9 | 7.1 | 13.6 | 16.4 |
Treynor Ratio | NA | 0.44 | 0.3 | 0.07 | 0.13 | 0.11 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | -0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
Beta | NA | 1.01 | 0.99 | 1.01 | 1.01 | 1.01 | 1.0 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 |
RSquared | NA | 0.98 | 0.95 | 0.99 | 0.99 | 0.99 | 0.96 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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