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VSMPX: VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)


Basic Info     237.5 0.32(0.13%) March 28

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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)

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Last 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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