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VFINX: VANGUARD 500 INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 536.9 3.23(0.61%) October 11
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/26/1979 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 1.60% |
| Expenses | 0.14% |
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Performance Analytics (As of 10/11/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/1979 |
2023 | 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 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 23.1 | 34.6 | 11.4 | 16.6 | 13.6 | 14.0 | 10.6 | 11.1 | 26.1 | -18.2 | 28.5 | 18.7 | 31.3 | -4.5 | 21.7 | 11.8 | 1.2 | 13.5 | 32.2 | 15.8 | 2.0 | 14.9 | 26.5 | -37.0 | 5.4 | 15.6 | 4.8 | 10.7 | 28.5 | -22.2 | -12.0 | -9.1 | 21.1 | 28.6 | 33.2 | 22.9 | 37.4 | 1.2 | 10.2 | 8.2 | 32.1 | -3.3 | 28.4 | 14.9 | 4.0 | 9.3 | 22.6 | 3.7 | 17.1 | 19.3 | -8.6 | 27.9 | -2.1 |
| Sharpe Ratio | NA | 1.78 | 2.43 | 0.46 | 0.65 | 0.66 | NA | NA | 0.46 | 1.69 | -0.81 | 2.17 | 0.53 | 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 | 0.98 | 1.24 | 1.62 | 1.63 | 4.33 | -0.18 | 0.91 | 0.58 | 1.92 | -0.53 | 1.73 | 0.6 | 0.0 | 0.31 | 1.49 | -0.24 | 0.8 | 0.65 | -1.27 | 1.19 | -3.84 |
| Draw Down(%) | NA | 8.5 | 8.5 | 24.6 | 33.8 | 33.8 | NA | NA | 55.3 | 10.0 | 24.6 | 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 | 7.5 | 10.6 | 7.0 | 13.2 | 15.6 | 16.0 | 2.4 |
| Standard Deviation(%) | NA | 12.7 | 12.5 | 17.6 | 21.3 | 17.9 | NA | NA | 18.0 | 13.1 | 24.2 | 13.1 | 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 | 18.2 | 20.5 | 18.2 | 11.8 | 7.8 | 9.9 | 8.8 | 9.9 | 14.7 | 16.1 | 13.1 | 17.1 | 33.8 | 16.5 | 11.7 | 12.8 | 13.6 | 18.1 | 14.6 | 16.5 | 23.8 |
| Treynor Ratio | NA | 0.23 | 0.31 | 0.08 | 0.14 | 0.12 | NA | NA | 0.08 | 0.22 | -0.2 | 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 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | 0.0 | 0.01 | 0.01 | -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 | NA |
| Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 0.99 | 0.98 | 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 | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.51 | 1.0 | 1.0 | 0.99 | 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 | 0.0 |
| Yield(%) | N/A | 1.0 | 1.6 | 1.5 | 2.1 | 2.9 | 4.2 | 3.6 | N/A | 1.7 | 1.3 | 1.5 | 2.1 | 2.3 | 1.8 | 2.0 | 2.1 | 2.0 | 2.0 | 2.2 | 2.3 | 1.9 | 1.9 | 2.5 | 1.9 | 1.9 | 1.8 | 1.8 | 1.9 | 1.7 | 1.3 | 1.1 | 1.0 | 2.1 | 1.9 | 2.8 | 2.6 | 3.1 | 3.1 | 3.8 | 3.1 | 5.9 | 3.7 | 4.5 | 4.3 | 2.8 | 3.9 | 4.7 | 4.5 | 5.0 | 5.3 | 4.6 | 5.8 | 0.0 |
| Dividend Growth(%) | N/A | -23.3 | 7.6 | 6.4 | 35.5 | 107.1 | 129.6 | 167.7 | N/A | 7.3 | 10.4 | -20.8 | 20.3 | 17.6 | 7.8 | 5.0 | 6.1 | 13.4 | 12.0 | 9.2 | 20.2 | 14.2 | -6.6 | -16.0 | 0.6 | 16.4 | 8.1 | 1.5 | 36.4 | 5.1 | 6.7 | -1.9 | -45.9 | 37.4 | -8.4 | 24.8 | 13.3 | -1.5 | -12.7 | 28.7 | -32.6 | 42.5 | 5.8 | 9.1 | 59.4 | -22.5 | -2.2 | 3.4 | 1.1 | 4.8 | 0.0 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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See LARGE BLEND Asset Class Trend Rankings |
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