VFFSX: VANGUARD 500 INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 293.19 3.3(1.11%) June 13
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 03/30/2016 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 1.42% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/13/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 03/30/2016 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.2 | 11.5 | 18.6 | 16.2 | 14.2 | 25.0 | 26.3 | -18.1 | 28.7 | 18.3 | 31.5 | -4.4 | 21.8 | 10.1 |
| Sharpe Ratio | NA | 0.08 | 0.42 | 0.87 | 0.81 | 0.69 | 1.69 | 1.74 | -0.81 | 2.19 | 0.52 | 2.4 | -0.34 | 3.18 | 1.21 |
| Draw Down(%) | NA | 18.7 | 18.7 | 18.7 | 24.5 | 33.8 | 8.4 | 9.9 | 24.5 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 5.7 |
| Standard Deviation(%) | NA | 25.2 | 19.7 | 17.5 | 17.5 | 18.5 | 12.7 | 13.1 | 24.2 | 13.1 | 34.7 | 12.5 | 17.1 | 6.7 | 11.0 |
| Treynor Ratio | NA | 0.02 | 0.08 | 0.15 | 0.14 | 0.13 | 0.22 | 0.23 | -0.2 | 0.29 | 0.18 | 0.3 | -0.06 | 0.21 | 0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 1.01 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.3 | 1.4 | 1.9 | 2.2 | N/A | 1.5 | 1.8 | 1.4 | 1.6 | 1.8 | 2.4 | 1.9 | 2.1 | 1.2 |
| Dividend Growth(%) | N/A | -72.9 | 8.9 | 18.6 | N/A | N/A | 5.5 | 6.4 | 8.4 | 2.9 | -4.7 | 17.3 | 8.1 | 100.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/2016
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