Total Stock Market Portfolio
Total Stock Market Portfolio's primary goal is to provide long-term growth by capturing the overall stock market's investment return. It consists of only one low-cost index fund, doesn't require rebalancing, and could be an excellent fit for savers with a long-term savings goal.
The chart shows the growth of an initial investment of $10,000 in Total Stock Market Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
The earliest data available for this chart is May 31, 2001, corresponding to the inception date of VTI
As of Dec 2, 2023, the Total Stock Market Portfolio returned 20.72% Year-To-Date and 11.34% of annualized return in the last 10 years.
|Year-To-Date||1 month||6 months||1 year||5 years (annualized)||10 years (annualized)|
|Total Stock Market Portfolio||20.72%||7.12%||8.07%||13.69%||11.67%||11.36%|
|Vanguard Total Stock Market ETF||20.72%||9.25%||8.07%||13.58%||11.92%||11.34%|
Monthly Returns Heatmap
Total Stock Market Portfolio granted a 1.46% dividend yield in the last twelve months.
|Total Stock Market Portfolio||1.46%||1.66%||1.21%||1.42%||1.78%||2.04%||1.71%||1.92%||1.98%||1.76%||1.74%||2.13%|
|Vanguard Total Stock Market ETF||1.46%||1.66%||1.21%||1.42%||1.78%||2.04%||1.71%||1.92%||1.98%||1.76%||1.74%||2.13%|
The Total Stock Market Portfolio has an expense ratio of 0.03% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
|Sharpe ratio||Sortino ratio||Omega ratio||Calmar ratio||Ulcer Index|
|Vanguard Total Stock Market ETF||0.96|
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below displays the maximum drawdowns of the Total Stock Market Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Total Stock Market Portfolio was 55.45%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
|-55.45%||Oct 10, 2007||355||Mar 9, 2009||760||Mar 13, 2012||1115|
|-37.01%||Jun 6, 2001||336||Oct 9, 2002||522||Nov 4, 2004||858|
|-35%||Feb 20, 2020||23||Mar 23, 2020||99||Aug 12, 2020||122|
|-25.36%||Jan 4, 2022||195||Oct 12, 2022||—||—||—|
|-20.05%||Sep 21, 2018||65||Dec 24, 2018||81||Apr 23, 2019||146|
The current Total Stock Market Portfolio volatility is 3.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.