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VIIIX: VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 415.69 1.91(0.46%) April 25
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (78%) |
Start Date: | 08/19/1997 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.37% |
Expenses | 0.02% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 6.3 | 25.9 | 8.1 | 13.4 | 12.4 | 14.7 | 9.9 | 8.2 | 26.3 | -18.1 | 28.7 | 18.4 | 31.1 | -4.4 | 21.8 | 12.0 | 1.4 | 13.7 | 32.4 | 16.0 | 2.1 | 15.1 | 26.7 | -36.9 | 5.5 | 15.8 | 4.9 | 10.9 | 27.7 | -23.1 | -12.5 | -9.9 | 19.6 | 26.4 | 3.7 |
Sharpe Ratio | NA | 1.07 | 1.5 | 0.32 | 0.54 | 0.63 | NA | NA | 0.35 | 1.7 | -0.81 | 2.17 | 0.52 | 2.37 | -0.33 | 3.19 | 0.9 | 0.09 | 1.2 | 2.92 | 1.26 | 0.09 | 0.83 | 0.98 | -0.92 | 0.16 | 1.26 | 0.27 | 0.9 | 1.58 | -0.93 | -0.7 | -0.63 | 0.91 | 1.13 | 0.3 |
Draw Down(%) | NA | 5.4 | 9.9 | 24.5 | 33.8 | 33.8 | NA | NA | 55.2 | 9.9 | 24.5 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.6 | 15.6 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 7.4 | 13.8 | 33.5 | 29.3 | 17.0 | 12.1 | 19.2 | 10.8 |
Standard Deviation(%) | NA | 11.5 | 11.8 | 17.4 | 21.4 | 17.8 | NA | NA | 19.6 | 13.1 | 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 | 17.1 | 26.1 | 21.6 | 22.2 | 18.1 | 20.4 | 22.5 |
Treynor Ratio | NA | 0.12 | 0.18 | 0.06 | 0.12 | 0.11 | NA | NA | 0.07 | 0.23 | -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 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 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 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | NA | NA | 1.0 | 0.97 | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
RSquared | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | NA | NA | 0.72 | 0.97 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 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 |
Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 2.7 | 5.9 | 3.5 | 3.3 | 2.3 | 2.2 | 2.6 | 2.4 | 2.1 | 2.4 | 2.4 | 2.0 | 2.1 | 2.6 | 1.9 | 2.0 | 2.0 | 1.9 | 2.0 | 1.1 | 0.3 | 0.6 | 0.0 | 0.8 | 0.4 | 0.0 |
Dividend Growth(%) | N/A | -77.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | -43.8 | 90.6 | 34.4 | 35.8 | 24.8 | -7.8 | 5.2 | 28.4 | 13.6 | 10.5 | 20.2 | 11.7 | -4.5 | -12.5 | -1.9 | 14.0 | 9.1 | 1.5 | 134.1 | 175.0 | -52.2 | N/A | -100.0 | 196.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/1997
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