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VINIX: VANGUARD INSTITUTIONAL INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 432.36 0.49(0.11%) March 28
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (78%) |
Start Date: | 12/26/1990 |
Last Dividend Date: | 09/27/2023 |
12-Mo. Yield | 1.36% |
Expenses | 0.02% |
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Performance Analytics (As of 03/27/2024)
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 9.9 | 31.5 | 10.6 | 14.8 | 12.8 | 15.2 | 10.1 | 10.8 | 26.3 | -18.1 | 28.7 | 18.4 | 31.1 | -4.4 | 21.8 | 11.9 | 1.4 | 13.7 | 32.3 | 16.0 | 2.1 | 15.0 | 26.6 | -37.0 | 5.5 | 15.8 | 4.9 | 10.9 | 28.8 | -22.0 | -11.9 | -8.9 | 21.2 | 28.8 | 33.3 | 22.9 | 37.2 | 0.5 | 9.6 | 6.9 | 30.1 | -0.2 |
Sharpe Ratio | NA | 4.43 | 2.71 | 0.55 | 0.64 | 0.67 | NA | NA | 0.5 | 1.7 | -0.81 | 2.17 | 0.52 | 2.37 | -0.34 | 3.18 | 0.89 | 0.09 | 1.19 | 2.92 | 1.26 | 0.09 | 0.83 | 0.97 | -0.92 | 0.16 | 1.25 | 0.27 | 0.89 | 1.65 | -0.89 | -0.67 | -0.59 | 0.99 | 1.25 | 1.63 | 1.63 | 4.28 | -0.25 | 0.87 | 0.45 | 1.85 | -1.81 |
Draw Down(%) | NA | 1.7 | 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 | 18.7 | 15.6 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 7.4 | 13.7 | 32.9 | 29.1 | 16.5 | 11.8 | 19.2 | 10.8 | 7.4 | 2.5 | 8.6 | 5.0 | 6.2 | 5.6 | 0.8 |
Standard Deviation(%) | NA | 11.1 | 11.5 | 17.3 | 21.3 | 17.8 | NA | NA | 18.2 | 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 | 17.0 | 26.0 | 21.6 | 22.2 | 18.0 | 20.4 | 18.2 | 11.8 | 7.8 | 9.8 | 8.6 | 9.8 | 14.2 | 10.2 |
Treynor Ratio | NA | 0.5 | 0.32 | 0.1 | 0.14 | 0.12 | NA | NA | 0.09 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 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 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.97 | 0.98 | 0.99 | 0.99 | NA | NA | 0.99 | 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 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 1.0 | 0.96 | 0.99 | 0.99 | 1.0 | NA | NA | 0.66 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/1990
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See LARGE BLEND Asset Class Trend Rankings |
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