VITPX | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES

Basic Info 91 1.06(1.18%)
May 15

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES started on 06/08/2001

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES is classified as asset class LARGE BLEND

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES expense ratio is 0.02%

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES rating is

(82%)

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

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VITPX) dividend growth in the last 12 months is 3.54%

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

Date	Dividend
03/21/2024	0.4475
12/20/2023	1.0234
09/20/2023	0.2811
06/22/2023	0.2868
03/22/2023	0.3903
12/28/2022	1.03
09/22/2022	0.2816
06/22/2022	0.2671
03/22/2022	2.7663
12/29/2021	3.97
09/23/2021	0.2637
06/23/2021	0.2544
03/24/2021	0.249
12/29/2020	7.3714
09/24/2020	0.2806
06/24/2020	0.2924
03/25/2020	0.613
12/23/2019	0.9607
09/13/2019	0.3043
06/26/2019	0.2218
03/27/2019	0.5113
12/21/2018	1.3373
09/27/2018	0.3668
06/21/2018	0.2619
03/21/2018	0.412
12/22/2017	0.674
09/21/2017	0.275
06/27/2017	0.218
03/28/2017	0.269
12/23/2016	0.709
09/16/2016	0.256
06/16/2016	0.212
03/16/2016	0.232
12/18/2015	0.273
09/18/2015	0.233
06/19/2015	0.195
03/26/2015	0.357
12/22/2014	0.261
09/19/2014	0.209
06/20/2014	0.181
03/28/2014	0.192
12/26/2013	0.219
09/26/2013	0.184
06/27/2013	0.175
03/27/2013	0.157
12/26/2012	0.237
09/27/2012	0.162
06/28/2012	0.154
03/29/2012	0.147
12/27/2011	0.154
09/29/2011	0.135
06/29/2011	0.124
03/30/2011	0.123
12/28/2010	0.146
09/27/2010	0.127
06/28/2010	0.121
03/29/2010	0.107
12/28/2009	0.163
09/28/2009	0.111
06/23/2009	0.1
03/26/2009	0.113
12/26/2008	0.149
09/25/2008	0.133
06/26/2008	0.14
03/27/2008	0.135
12/21/2007	0.168
09/21/2007	0.141
06/22/2007	0.131
03/23/2007	0.112
12/26/2006	0.152
09/22/2006	0.111
06/23/2006	0.121
03/17/2006	0.122
12/21/2005	0.088
09/23/2005	0.112
06/24/2005	0.101
03/23/2005	0.102
12/21/2004	0.176
09/24/2004	0.092
06/25/2004	0.082
03/26/2004	0.082
12/23/2003	0.112
09/26/2003	0.082
06/20/2003	0.072
06/21/2002	0.062
03/22/2002	0.07

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

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.9816	2.97%	-54.39%	-
2022	$4.345	4.90%	-8.28%	-54.39%
2021	$4.7371	6.50%	-44.64%	-35.32%
2020	$8.5574	12.37%	328.28%	-38.59%
2019	$1.9981	3.69%	-15.98%	-0.21%
2018	$2.378	3.97%	65.60%	-3.58%
2017	$1.436	2.83%	1.92%	5.51%
2016	$1.409	3.12%	33.18%	4.99%
2015	$1.058	2.26%	25.50%	8.16%
2014	$0.843	2.01%	14.69%	9.96%
2013	$0.735	2.22%	5.00%	10.43%
2012	$0.7	2.43%	30.60%	9.92%
2011	$0.536	1.86%	6.99%	11.51%
2010	$0.501	1.99%	2.87%	11.16%
2009	$0.487	2.40%	-12.57%	10.54%
2008	$0.557	1.77%	0.91%	8.83%
2007	$0.552	1.80%	9.09%	8.32%
2006	$0.506	1.84%	25.56%	8.36%
2005	$0.403	1.58%	-6.71%	9.25%
2004	$0.432	1.85%	62.41%	8.35%
2003	$0.266	1.43%	101.52%	10.56%
2002	$0.132	0.57%	-	13.77%

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

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VITPX) 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 PLUS SHARES (VITPX) is 8.727%. Its cumulative total return (dividend reinvested) is 579.009%.

From 06/01/2001 to 05/15/2024, the Maximum Drawdown of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VITPX) is 55.3%.

From 06/01/2001 to 05/15/2024, the Sharpe Ratio of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VITPX) is 0.39.

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

From 06/01/2001 to 05/15/2024, the Beta of VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VITPX) 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(%)	1.2	9.8	29.0	9.0	14.4	12.2	14.7	10.4	8.6	26.0	-19.5	25.8	20.9	30.9	-5.2	21.1	12.8	0.5	12.6	33.6	16.5	1.1	17.3	28.9	-36.9	5.6	15.8	6.2	12.7	31.2	-21.6	-8.6
Sharpe Ratio	NA	1.98	2.01	0.3	0.55	0.62	NA	NA	0.39	1.62	-0.84	1.87	0.59	2.32	-0.38	2.91	0.93	0.03	1.07	2.96	1.26	0.04	0.92	1.03	-0.92	0.16	1.17	0.38	1.02	1.84	-0.91	-0.88
Draw Down(%)	NA	5.7	10.7	25.3	35.0	35.0	NA	NA	55.3	10.7	25.3	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	48.3	10.0	8.4	7.0	8.4	13.3	32.8	24.1
Standard Deviation(%)	NA	12.0	12.0	17.9	21.9	18.1	NA	NA	19.6	13.6	24.9	13.7	35.2	12.7	16.9	7.1	13.6	15.3	11.8	11.4	13.1	24.5	18.7	28.1	41.1	16.0	10.7	10.7	11.5	16.6	25.1	19.4
Treynor Ratio	NA	0.24	0.24	0.05	0.12	0.11	NA	NA	0.07	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	0.17	0.28	-0.38	0.03	0.12	0.04	0.11	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	0.0	0.0	0.0	0.0	0.0	0.01	NA	NA	NA
Beta	NA	1.01	1.02	1.01	1.01	1.01	NA	NA	1.01	1.01	1.01	1.02	1.01	1.01	0.99	1.05	1.03	0.99	1.02	1.02	1.02	1.03	1.03	1.03	1.0	1.01	1.05	1.04	1.03	NA	NA	NA
RSquare	NA	0.99	0.99	0.99	1.0	1.0	NA	NA	0.87	0.96	1.0	0.98	1.0	1.0	1.0	0.99	0.99	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0	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	2.3	2.0	2.2	2.4	1.8	2.0	2.4	1.8	1.8	1.8	1.6	1.8	1.4	0.6	0.0
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	65.3	2.1	33.0	26.2	13.5	5.7	32.1	3.9	6.2	-14.3	1.8	10.0	25.0	-7.0	65.4	100.0	N/A	N/A

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

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

Click here for comparison with other funds, portfolios or stocks

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

Click here for interactive chart

VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (VITPX) 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 PLUS SHARES (VITPX) is -12.94%.

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 PLUS SHARES (VITPX) is -3.36%.

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 PLUS SHARES (VITPX) is 4.26%.

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 PLUS SHARES (VITPX) is 8.91%.

Related Articles for VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES(VITPX)