Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VSTSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) | 7.43% | 14.87% | 19.17% | 15.14% | NA | NA | NA | 14.69% |
Data as of 07/18/2025, AR inception is 03/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSTSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) | 03/30/2016 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 14.87 | 19.17 | 15.14 | NA | NA | NA | 14.69 | 7.43 | 23.78 | 26.03 | -19.49 | 25.75 | 21.01 | 30.83 | -5.13 | 21.20 | 11.16 |
| Sharpe Ratio | NA | 0.58 | 0.90 | 0.74 | NA | NA | NA | 0.67 | 0.47 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.92 | 1.27 |
| Standard Deviation(%) | NA | 20.05 | 17.50 | 17.84 | NA | NA | NA | 18.82 | 23.54 | 12.98 | 13.58 | 24.93 | 13.73 | 35.11 | 12.67 | 16.94 | 7.06 | 11.56 |
| Draw Down(%) | NA | 19.36 | 19.36 | 25.35 | NA | NA | NA | 34.97 | 19.36 | 8.56 | 10.74 | 25.35 | 5.22 | 34.97 | 6.77 | 20.15 | 2.77 | 6.40 |
| Yield(%) | 0.00 | 1.37 | 1.87 | 2.02 | 2.60 | 1.73 | 1.30 | 2.88 | 0.66 | 1.56 | 1.79 | 1.32 | 1.55 | 1.70 | 2.30 | 1.91 | 2.05 | 1.22 |
Data as of 07/18/2025, AR inception is 03/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSTSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) |
4.01%
Mar 2017 - Mar 2020 |
8.58%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSTSX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SELECT SHARES) |
25.80%
Dec 2018 - Dec 2021 |
18.96%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart