Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSTIX (STOCK INDEX FUND STOCK INDEX FUND) | 6.93% | 13.17% | 13.71% | 9.92% | 9.41% | 11.66% | 8.09% | 8.28% |
Data as of 07/11/2025, AR inception is 01/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSTIX (STOCK INDEX FUND STOCK INDEX FUND) | 01/29/1996 | 07/11/2025 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 13.17 | 13.71 | 9.92 | 9.41 | 11.66 | 8.09 | 8.28 | 6.93 | 17.63 | 16.54 | -25.04 | 21.90 | 10.08 | 31.05 | -4.69 | 21.46 | 11.86 | 1.05 | 13.28 | 31.92 | 15.58 | 1.88 | 14.63 | 26.23 | -37.48 | 5.16 | 10.83 | 2.43 | 9.00 | 27.77 | -24.39 | -12.20 | -9.35 | 20.57 | 28.43 | 33.16 | 20.92 |
| Sharpe Ratio | NA | 0.50 | 0.57 | 0.42 | 0.43 | NA | NA | 0.34 | 0.45 | 0.81 | 0.77 | -1.07 | 1.57 | 0.29 | 2.37 | -0.35 | 3.13 | 0.88 | 0.07 | 1.16 | 2.87 | 1.23 | 0.08 | 0.81 | 0.95 | -0.93 | 0.12 | 0.70 | 0.02 | 0.72 | 1.59 | -0.98 | -0.68 | -0.61 | 0.96 | 1.24 | 1.62 | 1.64 |
| Standard Deviation(%) | NA | 19.87 | 18.21 | 18.30 | 18.85 | NA | NA | 19.47 | 23.65 | 13.64 | 16.00 | 24.78 | 13.92 | 34.41 | 12.50 | 17.13 | 6.67 | 13.17 | 15.54 | 11.40 | 11.10 | 12.73 | 23.39 | 18.06 | 27.39 | 41.09 | 17.93 | 10.78 | 10.44 | 11.14 | 17.04 | 26.09 | 21.55 | 22.20 | 17.99 | 20.32 | 18.17 | 11.72 |
| Draw Down(%) | NA | 18.84 | 18.84 | 30.80 | 38.27 | NA | NA | 55.97 | 18.84 | 8.65 | 14.41 | 30.80 | 5.97 | 38.27 | 6.66 | 19.44 | 2.63 | 10.31 | 12.10 | 7.33 | 5.62 | 9.64 | 18.73 | 15.71 | 27.75 | 47.90 | 9.92 | 7.48 | 7.04 | 7.57 | 13.85 | 33.20 | 29.25 | 16.69 | 11.83 | 19.18 | 10.69 | 7.39 |
| Yield(%) | 0.00 | 2.87 | 2.14 | 2.07 | 4.00 | 6.58 | 4.44 | 6.47 | 2.72 | 1.22 | 1.39 | 1.06 | 1.68 | 1.85 | 4.24 | 5.18 | 6.20 | 9.93 | 5.23 | 3.96 | 0.00 | 3.68 | 7.59 | 3.35 | 6.05 | 10.92 | 6.84 | 0.00 | 1.51 | 1.62 | 1.44 | 1.00 | 4.39 | 3.33 | 2.04 | 1.85 | 2.42 | 2.91 |
Data as of 07/11/2025, AR inception is 01/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSTIX (STOCK INDEX FUND STOCK INDEX FUND) |
-17.12%
Mar 2000 - Mar 2003 |
-8.50%
Feb 2004 - Feb 2009 |
-4.85%
Feb 1999 - Feb 2009 |
2.67%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSTIX (STOCK INDEX FUND STOCK INDEX FUND) |
29.46%
Jul 1996 - Jul 1999 |
22.76%
Feb 2009 - Feb 2014 |
16.39%
Feb 2009 - Feb 2019 |
13.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart