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VTSAX: VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 146.21 0.32(0.22%) December 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 11/13/2000 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.03% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/13/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 27.9 | 34.7 | 9.7 | 15.1 | 12.8 | 13.9 | 10.6 | 8.7 | 26.0 | -19.5 | 25.7 | 21.0 | 30.8 | -5.2 | 21.2 | 12.7 | 0.4 | 12.6 | 33.5 | 16.4 | 1.1 | 17.3 | 28.8 | -37.0 | 5.6 | 15.6 | 6.1 | 12.6 | 31.9 | -21.0 | -10.9 | -2.6 |
| Sharpe Ratio | NA | 1.84 | 2.25 | 0.31 | 0.58 | 0.62 | NA | NA | 0.38 | 1.61 | -0.84 | 1.86 | 0.59 | 2.32 | -0.38 | 2.92 | 0.92 | 0.02 | 1.07 | 2.95 | 1.26 | 0.04 | 0.92 | 1.02 | -0.92 | 0.16 | 1.16 | 0.37 | 1.02 | 1.89 | -0.88 | -0.6 | -0.8 |
| Draw Down(%) | NA | 8.6 | 8.6 | 25.4 | 35.0 | 35.0 | NA | NA | 55.3 | 10.7 | 25.4 | 5.2 | 35.0 | 6.8 | 20.2 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 20.4 | 16.2 | 27.4 | 48.4 | 10.0 | 8.5 | 7.0 | 8.4 | 13.2 | 32.5 | 29.4 | 10.3 |
| Standard Deviation(%) | NA | 12.8 | 12.6 | 18.2 | 21.9 | 18.2 | NA | NA | 19.6 | 13.6 | 24.9 | 13.8 | 35.1 | 12.7 | 16.9 | 7.1 | 13.6 | 15.3 | 11.8 | 11.4 | 13.1 | 24.4 | 18.7 | 28.0 | 41.1 | 16.0 | 10.7 | 10.6 | 11.4 | 16.5 | 25.0 | 22.2 | 28.4 |
| Treynor Ratio | NA | 0.23 | 0.28 | 0.06 | 0.13 | 0.11 | NA | NA | 0.07 | 0.21 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.17 | 0.28 | -0.38 | 0.03 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 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 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | NA | NA | 1.01 | 1.02 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 | 1.02 | 1.02 | 1.02 | 1.03 | 1.03 | 1.03 | 1.0 | 1.01 | 1.05 | 1.03 | 1.03 | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | NA | NA | 0.83 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.2 | 1.6 | 1.4 | 2.0 | 2.6 | 4.2 | 3.5 | N/A | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.0 | 2.2 | 1.9 | 2.0 | 2.2 | 2.4 | 1.9 | 2.0 | 2.4 | 1.7 | 1.8 | 1.8 | 1.8 | 1.8 | 2.0 | 1.2 | 1.1 | 0.6 |
| Dividend Growth(%) | N/A | -20.0 | 11.7 | 20.4 | 34.1 | 109.9 | N/A | N/A | N/A | 7.2 | 8.8 | 5.6 | -4.7 | 11.3 | 10.7 | 5.8 | 7.3 | 10.4 | 11.8 | 7.0 | 27.0 | 6.8 | 4.1 | -11.5 | -3.2 | 13.1 | 10.8 | 7.3 | 11.2 | 38.5 | -1.6 | 72.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/13/2000
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