VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX)

Basic Info 91.02 1.06(1.18%)
May 15

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES started on 09/20/2001
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES is classified as asset class LARGE BLEND
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES expense ratio is 0.02%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES rating is
(82%)

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) Dividend Info

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) dividend growth in the last 12 months is 3.61%

The trailing 12-month yield of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES is 2.84%. its dividend history:

DateDividend
03/21/2024 0.4476
12/20/2023 1.0237
09/20/2023 0.2812
06/22/2023 0.2869
03/22/2023 0.3904
12/28/2022 1.03
09/22/2022 0.2817
06/22/2022 0.2663
03/22/2022 2.7658
12/29/2021 3.97
09/23/2021 0.2613
06/23/2021 0.2523
03/24/2021 0.2477
12/29/2020 7.3685
09/24/2020 0.2792
06/24/2020 0.2909
03/25/2020 0.612
12/23/2019 0.9592
09/13/2019 0.303
06/26/2019 0.2203
03/27/2019 0.5097
12/21/2018 1.3364
09/27/2018 0.3657
06/21/2018 0.2602
03/21/2018 0.4092
12/22/2017 0.6714
09/21/2017 0.272
06/27/2017 0.215
03/28/2017 0.266
12/23/2016 0.706
09/16/2016 0.252
06/16/2016 0.21
03/16/2016 0.23
12/18/2015 0.271
09/18/2015 0.23
06/19/2015 0.191
03/26/2015 0.354
12/22/2014 0.259
09/19/2014 0.207
06/20/2014 0.179
03/28/2014 0.19
12/26/2013 0.217
09/26/2013 0.182
06/27/2013 0.173
03/27/2013 0.155
12/26/2012 0.236
09/27/2012 0.16
06/28/2012 0.153
03/29/2012 0.145
12/27/2011 0.152
09/29/2011 0.134
06/29/2011 0.123
03/30/2011 0.121
12/28/2010 0.145
09/27/2010 0.125
06/28/2010 0.12
03/26/2004 0.08
06/21/2002 0.06
03/22/2002 0.07
09/21/2001 0.05

Dividend Growth History for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.9822 2.97% -54.37% -
2022 $4.3438 4.92% -8.19% -54.37%
2021 $4.7313 6.49% -44.67% -35.27%
2020 $8.5506 12.36% 329.20% -38.57%
2019 $1.9922 3.68% -15.99% -0.13%
2018 $2.3715 3.96% 66.49% -3.52%
2017 $1.4244 2.81% 1.89% 5.66%
2016 $1.398 3.09% 33.65% 5.11%
2015 $1.046 2.24% 25.27% 8.32%
2014 $0.835 1.99% 14.86% 10.08%
2013 $0.727 2.20% 4.76% 10.55%
2012 $0.694 2.41% 30.94% 10.01%
2011 $0.53 1.84% 35.90% 11.62%
2010 $0.39 1.55% - 13.32%
2004 $0.08 0.34% - 18.41%
2002 $0.13 0.56% 160.00% 13.85%
2001 $0.05 0.25% - 18.21%

Dividend Growth Chart for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX)

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) Historical Returns And Risk Info

From 06/01/2001 to 05/15/2024, the compound annualized total return (dividend reinvested) of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 9.456%. Its cumulative total return (dividend reinvested) is 672.208%.

From 06/01/2001 to 05/15/2024, the Maximum Drawdown of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 56.5%.

From 06/01/2001 to 05/15/2024, the Sharpe Ratio of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 0.43.

From 06/01/2001 to 05/15/2024, the Annualized Standard Deviation of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 19.6%.

From 06/01/2001 to 05/15/2024, the Beta of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 1.01.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception** 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(%) 1.1 9.8 29.0 9.0 14.4 12.2 14.6 9.8 9.4 26.0 -19.5 25.8 21.0 30.9 -5.2 21.1 12.8 0.5 12.6 33.6 16.5 1.1 16.8 26.1 -38.3 3.8 13.7 4.5 11.1 29.6 -21.6 18.0
Sharpe Ratio NA 1.98 2.0 0.3 0.55 0.62 NA NA 0.43 1.62 -0.84 1.86 0.59 2.32 -0.38 2.91 0.92 0.03 1.07 2.96 1.26 0.04 0.89 0.93 -0.95 0.05 0.98 0.22 0.89 1.74 -0.91 4.32
Draw Down(%) NA 5.7 10.7 25.3 35.0 35.0 NA NA 56.5 10.7 25.2 5.2 35.0 6.8 20.2 2.8 11.3 12.1 7.6 5.7 10.0 20.3 16.2 27.4 49.1 10.0 8.4 7.4 8.7 13.3 32.8 4.0
Standard Deviation(%) NA 12.0 12.0 17.9 21.9 18.1 NA NA 19.6 13.6 24.9 13.8 35.2 12.7 17.0 7.1 13.6 15.3 11.8 11.4 13.1 24.4 18.7 28.0 41.1 16.0 10.7 10.7 11.4 16.6 25.1 18.6
Treynor Ratio NA 0.24 0.24 0.05 0.12 0.11 NA NA 0.08 0.22 -0.21 0.25 0.2 0.29 -0.07 0.2 0.12 0.0 0.12 0.33 0.16 0.01 0.16 0.25 -0.39 0.01 0.1 0.02 0.1 0.0 0.0 0.0
Alpha NA -0.01 0.0 0.0 0.0 0.0 NA NA 0.0 -0.01 0.0 -0.01 0.0 0.0 0.0 -0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 -0.01 -0.01 -0.01 -0.01 -0.01 0.01 NA NA NA
Beta NA 1.01 1.02 1.01 1.01 1.01 NA NA 1.01 1.01 1.0 1.02 1.01 1.01 0.99 1.05 1.03 0.99 1.02 1.02 1.02 1.03 1.03 1.02 1.0 1.01 1.04 1.04 1.02 NA NA NA
RSquare NA 0.99 0.99 0.99 0.99 0.99 NA NA 0.88 0.96 1.0 0.97 1.0 1.0 1.0 0.99 1.0 1.0 0.99 1.0 1.0 1.0 1.0 1.0 1.0 0.99 0.99 0.99 0.92 0.0 0.0 0.0
Yield(%) N/A 0.5 N/A N/A N/A N/A N/A N/A N/A 3.0 4.9 6.5 12.4 3.7 4.0 2.8 3.1 2.2 2.0 2.2 2.4 1.8 1.5 0.0 0.0 0.0 0.0 0.0 0.3 0.0 0.6 0.3
Dividend Growth(%) N/A -77.3 N/A N/A N/A N/A N/A N/A N/A -54.5 -8.0 -44.7 329.6 -16.4 66.4 2.1 34.6 23.8 15.1 5.8 32.7 36.8 N/A N/A N/A N/A N/A -100.0 N/A -100.0 160.0 N/A

Return Calculator for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX)

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VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) Historical Return Chart

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VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/01/2001 to 05/15/2024, the worst annualized return of 3-year rolling returns for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is -14.67%.
From 06/01/2001 to 05/15/2024, the worst annualized return of 5-year rolling returns for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is -5.18%.
From 06/01/2001 to 05/15/2024, the worst annualized return of 10-year rolling returns for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 3.95%.
From 06/01/2001 to 05/15/2024, the worst annualized return of 20-year rolling returns for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES (VITNX) is 8.5%.

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