VSMPX: VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 268.13 3.17(1.17%) June 13
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 04/29/2015 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 1.42% |
| Expenses | 0.03% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/29/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 1.7 | 11.5 | 15.1 | 14.4 | 12.4 | 12.2 | 23.8 | 26.0 | -19.5 | 25.7 | 21.0 | 30.8 | -5.1 | 21.2 | 12.7 | -2.9 |
| Sharpe Ratio | NA | 0.09 | 0.51 | 0.61 | 0.68 | 0.58 | 0.58 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.92 | 0.92 | -0.26 |
| Draw Down(%) | NA | 19.4 | 19.4 | 19.4 | 25.4 | 35.0 | 35.0 | 8.6 | 10.7 | 25.4 | 5.2 | 35.0 | 6.8 | 20.2 | 2.8 | 11.3 | 12.1 |
| Standard Deviation(%) | NA | 26.0 | 20.0 | 18.2 | 18.2 | 18.8 | 18.7 | 13.0 | 13.6 | 24.9 | 13.7 | 35.1 | 12.7 | 16.9 | 7.1 | 13.6 | 16.4 |
| Treynor Ratio | NA | 0.02 | 0.1 | 0.11 | 0.12 | 0.11 | 0.11 | 0.2 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | -0.04 |
| Alpha | NA | -0.01 | 0.0 | 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 | 1.0 | 1.0 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.3 | 1.4 | 1.9 | 2.1 | 2.6 | N/A | 1.6 | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.0 | 2.2 | 1.5 |
| Dividend Growth(%) | N/A | -73.1 | 6.1 | 22.8 | 32.8 | N/A | N/A | 7.7 | 6.9 | 8.1 | 6.0 | -4.5 | 11.4 | 10.7 | 5.6 | 41.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2015
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
