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VFINX: Vanguard 500 Index Investor (MUTUAL FUND)
Basic Info 395.42 0.79(0.20%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 03/23/2023 |
| 12-Mo. Yield | 1.50% |
| Expenses | 0.14% |
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Performance Analytics (As of 06/02/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 12.5 | 5.6 | 13.2 | 11.4 | 12.2 | 9.9 | 10.8 | -17.2 | 28.5 | 18.2 | 31.3 | -4.6 | 21.7 | 11.8 | 1.2 | 13.5 | 32.2 | 15.8 | 1.9 | 14.9 | 26.6 | -37.0 | 5.4 | 15.6 | 4.8 | 10.7 | 28.5 | -22.2 | -12.0 | -9.0 | 21.1 | 28.6 | 33.1 | 22.9 | 37.5 | 1.2 | 9.1 | 8.2 | 30.2 | -3.4 | 31.4 | 16.3 | 4.7 | 9.3 | 22.5 | 3.7 | 17.0 | 19.2 | -8.6 | 30.8 |
| SR | NA | 1.88 | 0.13 | 0.67 | 0.47 | 0.65 | NA | 0.44 | -0.77 | 2.16 | 0.52 | 2.4 | -0.34 | 3.16 | 0.89 | 0.08 | 1.19 | 2.9 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.15 | 1.24 | 0.25 | 0.88 | 1.63 | -0.9 | -0.68 | -0.59 | 0.99 | 1.24 | 1.62 | 1.63 | 4.33 | -0.18 | 0.81 | 0.6 | 1.84 | -0.54 | 1.97 | 0.68 | 0.02 | 0.31 | 1.48 | -0.24 | 0.8 | 0.64 | -1.27 | 1.38 |
| DD(%) | NA | 7.6 | 16.4 | 24.0 | 33.8 | 33.8 | NA | 55.3 | 24.0 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.7 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 7.5 | 13.8 | 33.0 | 29.2 | 16.5 | 11.8 | 19.2 | 10.8 | 7.5 | 2.5 | 8.5 | 4.8 | 5.6 | 5.6 | 19.2 | 7.3 | 7.2 | 33.1 | 11.6 | 7.6 | 10.6 | 7.1 | 13.2 | 15.6 | 16.0 |
| SD(%) | NA | 15.2 | 20.9 | 18.9 | 21.8 | 17.8 | NA | 18.2 | 24.2 | 13.2 | 34.7 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 41.0 | 16.0 | 10.0 | 10.3 | 11.1 | 17.0 | 26.0 | 21.6 | 22.2 | 18.1 | 20.4 | 18.2 | 11.8 | 7.8 | 9.9 | 8.6 | 9.7 | 14.3 | 16.0 | 13.1 | 17.1 | 33.8 | 16.5 | 11.7 | 12.8 | 13.6 | 18.1 | 14.6 | 16.4 |
| TR | NA | 0.29 | 0.03 | 0.13 | 0.1 | 0.12 | NA | 0.08 | -0.19 | 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 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.03 | 0.0 | 0.0 | -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 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | NA | 0.99 | 0.97 | 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 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | NA | 0.51 | 1.0 | 0.98 | 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 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
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Best ETFs
- SPY (SPDR S&P 500 ETF) 0.19% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.14% (100%)
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- IYY (iShares Dow Jones US) 0.16% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.26% (96%)
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- IVV (iShares Core S&P 500) 0.17% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.19% (95%)
- CLM (Cornerstone Strategic Value) 0.50% (95%)
- CRF (Cornerstone Total Return Fund) 0.78% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.23% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.08% (95%)
- FFA (First Trust Enhanced Equity Income) 0.47% (95%)
- GAB (Gabelli Equity) 1.08% (94%)
- GGT (Gabelli Global Multimedia) 0.17% (94%)
- USA (Liberty All-Star Equity) 0.16% (94%)
- GRF (Eagle Capital Growth) 0.48% (94%)
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