Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) | 8.71% | 25.89% | 21.27% | 12.17% | 14.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) | 04/29/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | 25.89 | 21.27 | 12.17 | 14.74 | NA | NA | … | … | 8.71 | 17.15 | 23.76 | 26.01 | -19.50 | 25.74 | 21.00 | 30.81 | -5.14 | 21.20 | 12.69 | -2.87 |
| Sharpe Ratio | NA | 2.23 | 1.31 | 0.60 | 0.73 | NA | NA | … | … | 2.01 | 0.76 | 1.55 | 1.66 | -0.84 | 1.87 | 0.59 | 2.32 | -0.39 | 2.92 | 0.92 | -0.26 |
| Standard Deviation(%) | NA | 12.20 | 15.13 | 17.34 | 18.46 | NA | NA | … | … | 13.82 | 18.94 | 12.98 | 13.58 | 24.92 | 13.73 | 35.12 | 12.67 | 16.95 | 7.06 | 13.59 | 16.43 |
| Draw Down(%) | NA | 8.92 | 19.36 | 25.35 | 34.97 | NA | NA | … | … | 8.92 | 19.36 | 8.56 | 10.74 | 25.35 | 5.23 | 34.97 | 6.77 | 20.15 | 2.77 | 11.28 | 12.09 |
| Yield(%) | 0.00 | 1.30 | 1.74 | 1.58 | 2.81 | 1.99 | 1.49 | … | … | 0.30 | 1.31 | 1.56 | 1.79 | 1.31 | 1.54 | 1.69 | 2.29 | 1.90 | 2.04 | 2.18 | 1.45 |
Data as of 06/05/2026, Common starting date is 04/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) |
4.00%
Mar 2017 – Mar 2020 |
8.56%
Sep 2017 – Sep 2022 |
12.17%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSMPX (VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL PLUS SHARES) |
25.79%
Dec 2018 – Dec 2021 |
18.95%
Oct 2016 – Oct 2021 |
15.12%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart