Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITNX (VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) | 5.27% | 14.49% | 18.44% | 15.69% | 12.81% | 14.46% | 10.09% | 10.06% |
Data as of 07/01/2025, AR inception is 09/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITNX (VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) | 09/20/2001 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 14.49 | 18.44 | 15.69 | 12.81 | 14.46 | 10.09 | 10.06 | 5.27 | 23.75 | 26.01 | -19.47 | 25.76 | 20.95 | 30.86 | -5.20 | 21.13 | 12.75 | 0.45 | 12.60 | 33.64 | 16.47 | 1.09 | 16.81 | 26.08 | -38.32 | 3.84 | 13.74 | 4.53 | 11.09 | 29.61 | -21.61 | 18.04 |
| Sharpe Ratio | NA | 0.54 | 0.81 | 0.81 | 0.60 | NA | NA | 0.44 | 0.31 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.90 | 0.92 | 0.03 | 1.07 | 2.96 | 1.26 | 0.04 | 0.89 | 0.93 | -0.95 | 0.04 | 0.97 | 0.21 | 0.89 | 1.74 | -0.91 | 4.31 |
| Standard Deviation(%) | NA | 20.12 | 17.63 | 17.91 | 18.83 | NA | NA | 19.57 | 24.72 | 12.99 | 13.59 | 24.92 | 13.74 | 35.15 | 12.69 | 16.97 | 7.08 | 13.57 | 15.34 | 11.75 | 11.37 | 13.13 | 24.41 | 18.73 | 28.02 | 41.06 | 16.01 | 10.70 | 10.68 | 11.40 | 16.63 | 25.06 | 18.61 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.32 | 34.99 | NA | NA | 56.53 | 19.36 | 8.56 | 10.73 | 25.32 | 5.22 | 34.99 | 6.77 | 20.19 | 2.77 | 11.25 | 12.10 | 7.57 | 5.68 | 10.00 | 20.33 | 16.21 | 27.39 | 49.07 | 10.00 | 8.40 | 7.39 | 8.70 | 13.27 | 32.76 | 4.00 |
| Yield(%) | 0.00 | 3.09 | 3.43 | 6.82 | 6.53 | 10.00 | 6.75 | 7.74 | 0.90 | 3.37 | 2.97 | 4.89 | 6.50 | 12.36 | 3.68 | 3.96 | 2.81 | 3.09 | 2.24 | 1.99 | 2.20 | 2.41 | 1.84 | 1.55 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 0.00 | 0.56 | 0.25 |
Data as of 07/01/2025, AR inception is 09/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITNX (VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) |
-16.70%
Feb 2006 - Feb 2009 |
-7.70%
Feb 2004 - Feb 2009 |
2.50%
Dec 2001 - Dec 2011 |
6.38%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITNX (VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) |
25.79%
Dec 2018 - Dec 2021 |
23.41%
Feb 2009 - Feb 2014 |
16.63%
Sep 2011 - Sep 2021 |
15.68%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart