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VSMPX: VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 340.95 1.72(0.51%) June 04
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 04/29/2015 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 1.31% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 11.7 | 28.8 | 22.9 | 12.9 | 15.1 | 13.6 | 17.1 | 23.8 | 26.0 | -19.5 | 25.7 | 21.0 | 30.8 | -5.1 | 21.2 | 12.7 | -2.9 |
| Sharpe Ratio | NA | 2.01 | 2.23 | 1.31 | 0.6 | 0.73 | 0.66 | 0.76 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.92 | 0.92 | -0.26 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.4 | 25.4 | 35.0 | 35.0 | 19.4 | 8.6 | 10.7 | 25.4 | 5.2 | 35.0 | 6.8 | 20.2 | 2.8 | 11.3 | 12.1 |
| Standard Deviation(%) | NA | 13.8 | 12.2 | 15.1 | 17.3 | 18.5 | 18.3 | 18.9 | 13.0 | 13.6 | 24.9 | 13.7 | 35.1 | 12.7 | 16.9 | 7.1 | 13.6 | 16.4 |
| Treynor Ratio | NA | 0.27 | 0.27 | 0.2 | 0.1 | 0.13 | 0.12 | 0.14 | 0.2 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | -0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 1.02 | 1.02 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 1.3 | 1.6 | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.0 | 2.2 | 1.5 |
| Dividend Growth(%) | N/A | -73.4 | N/A | N/A | N/A | N/A | N/A | 2.9 | 7.7 | 7.0 | 8.1 | 6.0 | -4.6 | 11.4 | 10.7 | 5.6 | 41.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/28/2015
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