Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VITSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) | 4.58% | 13.80% | 17.38% | 16.34% | 12.59% | 14.04% | 10.04% | 8.69% |
Data as of 06/26/2025, AR inception is 09/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VITSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) | 09/23/1997 | 06/26/2025 |
| 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.87 | 13.80 | 17.38 | 16.34 | 12.59 | 14.04 | 10.04 | 8.69 | 4.58 | 23.75 | 26.00 | -19.51 | 25.74 | 20.99 | 30.81 | -5.16 | 21.17 | 12.67 | 0.42 | 12.56 | 33.49 | 16.42 | 1.09 | 16.76 | 25.91 | -38.32 | 3.70 | 13.67 | 4.28 | 11.43 | 31.55 | -20.90 | -10.82 | -10.49 | 23.93 | 23.16 | 0.31 |
| Sharpe Ratio | NA | 0.52 | 0.79 | 0.80 | 0.59 | NA | NA | 0.35 | 0.27 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.91 | 0.92 | 0.03 | 1.07 | 2.95 | 1.25 | 0.04 | 0.89 | 0.92 | -0.95 | 0.03 | 0.96 | 0.19 | 0.91 | 1.86 | -0.88 | -0.61 | -0.61 | 1.19 | 0.99 | -0.11 |
| Standard Deviation(%) | NA | 20.12 | 17.63 | 17.91 | 18.82 | NA | NA | 19.79 | 24.82 | 12.99 | 13.58 | 24.93 | 13.73 | 35.11 | 12.67 | 16.96 | 7.07 | 13.58 | 15.32 | 11.76 | 11.34 | 13.16 | 24.45 | 18.77 | 28.11 | 41.04 | 16.07 | 10.77 | 10.65 | 11.42 | 16.57 | 24.96 | 21.96 | 24.01 | 17.26 | 19.83 | 22.08 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.36 | 34.97 | NA | NA | 56.52 | 19.36 | 8.56 | 10.74 | 25.36 | 5.22 | 34.97 | 6.76 | 20.15 | 2.76 | 11.30 | 12.07 | 7.57 | 5.68 | 10.01 | 20.35 | 16.22 | 27.32 | 49.10 | 10.00 | 8.43 | 7.28 | 8.37 | 13.23 | 32.45 | 29.40 | 20.61 | 11.41 | 21.97 | 10.14 |
| Yield(%) | 0.00 | 1.39 | 1.68 | 2.06 | 2.58 | 4.39 | 3.12 | 3.37 | 0.34 | 1.56 | 1.79 | 1.31 | 1.53 | 1.68 | 2.27 | 1.89 | 2.02 | 2.17 | 1.96 | 1.97 | 2.23 | 2.40 | 1.88 | 1.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.72 | 1.70 | 1.23 | 1.16 | 1.53 | 2.47 | 1.90 | 0.94 |
Data as of 06/26/2025, AR inception is 09/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) |
-16.75%
Feb 2006 - Feb 2009 |
-7.71%
Feb 2004 - Feb 2009 |
-3.29%
Feb 1999 - Feb 2009 |
3.60%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VITSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES) |
25.78%
Dec 2018 - Dec 2021 |
23.33%
Feb 2009 - Feb 2014 |
16.61%
Sep 2011 - Sep 2021 |
15.64%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart