Find A Portfolio/Ticker
Comparison Box
VTI: Vanguard Total Stock Market ETF (ETF)
Basic Info 196.13 3.57(1.79%) March 22
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (96%) |
Start Date: | 05/31/2001 |
Last Dividend Date: | 12/22/2022 |
12-Mo. Yield | 1.24% |
Expenses | 0.05% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2023)
Not up-to-date? TryLast 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.9 | 2.6 | -10.2 | 21.8 | 9.1 | 11.4 | 9.7 | 7.8 | -18.4 | 25.7 | 21.1 | 30.7 | -5.2 | 21.2 | 12.8 | 0.4 | 12.5 | 33.4 | 16.5 | 1.0 | 17.4 | 28.9 | -37.0 | 5.4 | 15.7 | 6.3 | 12.8 | 30.7 | -20.5 | -7.3 |
SR | NA | 0.25 | -0.51 | 0.77 | 0.35 | 0.6 | NA | 0.35 | -0.8 | 1.88 | 0.6 | 2.32 | -0.39 | 2.96 | 0.93 | 0.02 | 1.08 | 2.96 | 1.25 | 0.04 | 0.94 | 1.07 | -0.94 | 0.15 | 1.19 | 0.4 | 1.06 | 1.82 | -0.85 | -0.73 |
DD(%) | NA | 8.4 | 21.8 | 24.7 | 35.0 | 35.0 | NA | 55.5 | 24.7 | 5.2 | 35.0 | 6.8 | 20.0 | 2.7 | 11.3 | 12.1 | 7.6 | 5.7 | 10.1 | 20.3 | 16.2 | 27.4 | 48.0 | 10.1 | 8.5 | 7.0 | 8.5 | 13.2 | 32.3 | 24.7 |
SD(%) | NA | 17.6 | 23.9 | 22.2 | 22.1 | 17.9 | NA | 19.6 | 24.9 | 13.6 | 34.5 | 12.6 | 16.8 | 7.0 | 13.5 | 15.3 | 11.6 | 11.3 | 13.2 | 24.1 | 18.5 | 27.0 | 40.1 | 15.8 | 10.5 | 10.4 | 11.2 | 16.5 | 25.3 | 19.5 |
TR | NA | 0.04 | -0.12 | 0.17 | 0.08 | 0.11 | NA | 0.07 | -0.2 | 0.26 | 0.21 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.17 | 0.29 | -0.39 | 0.02 | 0.12 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 |
Alpha(%) | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | NA | NA | NA |
Beta(%) | NA | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 0.99 | 1.0 | 1.0 | 0.99 | 1.01 | 0.98 | 1.03 | 1.02 | 0.99 | 1.01 | 1.01 | 1.02 | 1.02 | 1.01 | 0.99 | 0.97 | 0.99 | 1.01 | 0.99 | 1.0 | NA | NA | NA |
RS | NA | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | NA | 0.85 | 1.0 | 0.97 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.96 | 0.91 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 2.08% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 1.99% (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) 1.31% (99%)
- FMIHX (FMI Large Cap) 1.85% (99%)
- FDGFX (Fidelity Dividend Growth) 1.52% (99%)
- THPGX (Thompson LargeCap) 1.99% (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) 0.0% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 1.70% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 1.35% (100%)
- IWB (iShares Russell 1000) 1.72% (97%)
- IYY (iShares Dow Jones US) 1.69% (97%)
- VTI (Vanguard Total Stock Market ETF) 1.79% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 2.25% (96%)
- DSI (iShares MSCI KLD 400 Social) 1.69% (94%)
- EPS (WisdomTree Earnings 500 ETF) 1.51% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 2.32% (94%)
- IVV (iShares Core S&P 500) 1.68% (93%)
Best Closed End Funds
- ADX (Adams Express) 1.84% (95%)
- CLM (Cornerstone Strategic Value) 1.19% (95%)
- CRF (Cornerstone Total Return Fund) 1.26% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 1.46% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 1.31% (95%)
- FFA (First Trust Enhanced Equity Income) 2.83% (95%)
- GAB (Gabelli Equity) 0.72% (94%)
- GGT (Gabelli Global Multimedia) 3.75% (94%)
- USA (Liberty All-Star Equity) 1.98% (94%)
- GRF (Eagle Capital Growth) (94%)