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VTWAX: Vanguard Total World Stock Index Fund (MUTUAL FUND)
Basic Info 54.44 1.7(3.03%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 02/07/2019 |
| Last Dividend Date: | 03/20/2026 |
| 12-Mo. Yield | 2.01% |
| Expenses | 0.07% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 02/07/2019 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 9.2 | 25.8 | 20.0 | 10.4 | 13.5 | 22.4 | 16.4 | 21.9 | -18.0 | 18.2 | 16.7 | 17.5 |
| Sharpe Ratio | NA | 1.32 | 1.81 | 1.19 | 0.5 | 0.63 | 1.19 | 1.09 | 1.49 | -0.88 | 1.43 | 0.51 | 1.7 |
| Draw Down(%) | NA | 9.6 | 9.6 | 16.4 | 26.4 | 34.2 | 16.4 | 8.1 | 11.0 | 26.2 | 5.5 | 34.2 | 6.6 |
| Standard Deviation(%) | NA | 15.5 | 12.8 | 14.0 | 15.8 | 18.3 | 16.5 | 11.8 | 12.3 | 22.3 | 12.6 | 32.0 | 10.8 |
| Treynor Ratio | NA | 0.19 | 0.24 | 0.19 | 0.09 | 0.13 | 0.23 | 0.15 | 0.21 | -0.22 | 0.2 | 0.19 | 0.21 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 1.05 | 0.98 | 0.89 | 0.88 | 0.88 | 0.85 | 0.88 | 0.88 | 0.88 | 0.89 | 0.87 | 0.87 |
| RSquared | NA | 0.94 | 0.92 | 0.94 | 0.95 | 0.93 | 0.95 | 0.93 | 0.94 | 0.96 | 0.94 | 0.91 | 0.95 |
| Yield(%) | N/A | 0.2 | 2.0 | 2.5 | 2.1 | N/A | 2.2 | 2.2 | 2.5 | 1.7 | 2.1 | 1.9 | 2.6 |
| Dividend Growth(%) | N/A | -87.5 | 11.3 | 29.4 | N/A | N/A | 12.0 | 7.1 | 13.3 | -2.9 | 26.6 | -18.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2019
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