Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) | 1.70% | 11.44% | 17.92% | 15.26% | 12.38% | NA | NA | 12.33% |
Data as of 06/13/2025, AR inception is 04/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) | 04/29/2015 | 06/13/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 11.44 | 17.92 | 15.26 | 12.38 | NA | NA | 12.33 | 1.70 | 23.76 | 26.01 | -19.50 | 25.74 | 21.00 | 30.81 | -5.14 | 21.20 | 12.69 | -2.87 |
| Sharpe Ratio | NA | 0.41 | 0.82 | 0.75 | 0.58 | NA | NA | 0.58 | 0.03 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.92 | 0.92 | -0.26 |
| Standard Deviation(%) | NA | 20.04 | 17.88 | 17.99 | 18.81 | NA | NA | 18.73 | 25.53 | 12.98 | 13.58 | 24.92 | 13.73 | 35.12 | 12.67 | 16.95 | 7.06 | 13.59 | 16.43 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.35 | 34.97 | NA | NA | 34.97 | 19.36 | 8.56 | 10.74 | 25.35 | 5.23 | 34.97 | 6.77 | 20.15 | 2.77 | 11.28 | 12.09 |
| Yield(%) | 0.00 | 1.41 | 1.88 | 2.11 | 2.65 | 1.76 | 1.32 | 2.63 | 0.34 | 1.56 | 1.79 | 1.31 | 1.54 | 1.69 | 2.29 | 1.90 | 2.04 | 2.18 | 1.45 |
Data as of 06/13/2025, AR inception is 04/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) |
4.00%
Mar 2017 - Mar 2020 |
8.56%
Sep 2017 - Sep 2022 |
12.17%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) |
25.79%
Dec 2018 - Dec 2021 |
18.95%
Oct 2016 - Oct 2021 |
12.17%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart