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VSTSX: VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 235.06 1.79(0.76%) April 19
Asset Class: | EQUITY |
MyPlanIQ Rating: | (43%) |
Start Date: | 03/30/2016 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.42% |
Expenses | 0.03% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.0 | 3.7 | 20.9 | 6.0 | 12.4 | 11.5 | 26.0 | -19.5 | 25.7 | 21.0 | 30.8 | -5.1 | 21.2 | 11.2 |
Sharpe Ratio | NA | 1.99 | 1.88 | 0.29 | 0.53 | 0.65 | 1.62 | -0.84 | 1.86 | 0.59 | 2.32 | -0.38 | 2.93 | 1.27 |
Draw Down(%) | NA | 2.7 | 10.7 | 25.4 | 35.0 | 35.0 | 10.7 | 25.4 | 5.2 | 35.0 | 6.8 | 20.1 | 2.8 | 6.4 |
Standard Deviation(%) | NA | 11.8 | 12.1 | 17.9 | 21.8 | 18.9 | 13.6 | 24.9 | 13.8 | 35.1 | 12.7 | 16.9 | 7.1 | 11.6 |
Treynor Ratio | NA | 0.24 | 0.23 | 0.05 | 0.11 | 0.12 | 0.22 | -0.21 | 0.26 | 0.21 | 0.29 | -0.06 | 0.21 | 0.14 |
Alpha | NA | 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 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.03 |
RSquared | NA | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.4 | 1.7 | 1.5 | 2.1 | N/A | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.0 | 1.2 |
Dividend Growth(%) | N/A | -73.4 | 8.7 | N/A | N/A | N/A | 6.9 | 7.7 | 5.6 | -4.6 | 11.9 | 10.5 | 85.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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