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Vanguard Institutional Index Fund Institutional Sh...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9220401007

CUSIP

922040100

Issuer

Vanguard

Inception Date

Jul 31, 1990

Region

North America (U.S.)

Min. Investment

$5,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

VINIX has an expense ratio of 0.04%, which is considered low compared to other funds.


Expense ratio chart for VINIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
VINIX vs. VOO VINIX vs. VIGIX VINIX vs. VITSX VINIX vs. VTI VINIX vs. VWUAX VINIX vs. TBCIX VINIX vs. VWNAX VINIX vs. VSCIX VINIX vs. VSIAX VINIX vs. VEXRX
Popular comparisons:
VINIX vs. VOO VINIX vs. VIGIX VINIX vs. VITSX VINIX vs. VTI VINIX vs. VWUAX VINIX vs. TBCIX VINIX vs. VWNAX VINIX vs. VSCIX VINIX vs. VSIAX VINIX vs. VEXRX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard Institutional Index Fund Institutional Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
3,339.93%
1,565.27%
VINIX (Vanguard Institutional Index Fund Institutional Shares)
Benchmark (^GSPC)

Returns By Period

Vanguard Institutional Index Fund Institutional Shares had a return of 25.98% year-to-date (YTD) and 26.41% in the last 12 months. Over the past 10 years, Vanguard Institutional Index Fund Institutional Shares had an annualized return of 13.07%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


VINIX

YTD

25.98%

1M

-0.19%

6M

9.23%

1Y

26.41%

5Y*

14.77%

10Y*

13.07%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of VINIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.68%5.34%3.21%-4.09%4.96%3.58%1.21%2.42%2.13%-0.91%5.87%25.98%
20236.28%-2.44%3.67%1.56%0.43%6.60%3.21%-1.59%-4.77%-2.11%9.13%4.54%26.25%
2022-5.18%-3.00%3.73%-8.72%0.18%-8.26%9.22%-4.08%-9.22%8.09%5.59%-5.78%-18.15%
2021-1.01%2.76%4.37%5.33%0.69%2.33%2.37%3.04%-4.65%7.00%-0.70%4.48%28.67%
2020-0.04%-8.23%-12.33%12.82%4.77%1.97%5.64%7.19%-3.80%-2.66%10.94%3.84%18.40%
20198.01%3.21%1.95%4.04%-6.35%7.04%1.43%-1.58%1.87%2.16%3.63%3.01%31.46%
20185.72%-3.69%-2.55%0.38%2.41%0.61%3.72%3.25%0.57%-6.84%2.04%-9.03%-4.42%
20171.89%3.97%0.11%1.03%1.40%0.62%2.05%0.30%2.07%2.33%3.07%1.11%21.79%
2016-4.97%-0.14%6.78%0.39%1.79%0.26%3.68%0.14%0.02%-1.83%3.70%1.98%11.93%
2015-3.00%5.74%-1.59%0.95%1.29%-1.93%2.10%-6.03%-2.49%8.44%0.30%-1.59%1.35%
2014-3.46%4.57%0.84%0.73%2.34%2.07%-1.38%4.00%-1.40%2.44%2.69%-0.25%13.66%
20135.19%1.35%3.75%1.92%2.34%-1.34%5.08%-2.90%3.14%4.60%3.04%2.53%32.36%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 92, VINIX is among the top 8% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VINIX is 9292
Overall Rank
The Sharpe Ratio Rank of VINIX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of VINIX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of VINIX is 9191
Omega Ratio Rank
The Calmar Ratio Rank of VINIX is 9393
Calmar Ratio Rank
The Martin Ratio Rank of VINIX is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Shares (VINIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VINIX, currently valued at 2.23, compared to the broader market-1.000.001.002.003.004.002.232.10
The chart of Sortino ratio for VINIX, currently valued at 2.96, compared to the broader market-2.000.002.004.006.008.0010.002.962.80
The chart of Omega ratio for VINIX, currently valued at 1.42, compared to the broader market0.501.001.502.002.503.003.501.421.39
The chart of Calmar ratio for VINIX, currently valued at 3.30, compared to the broader market0.002.004.006.008.0010.0012.0014.003.303.09
The chart of Martin ratio for VINIX, currently valued at 14.60, compared to the broader market0.0020.0040.0060.0014.6013.49
VINIX
^GSPC

The current Vanguard Institutional Index Fund Institutional Shares Sharpe ratio is 2.23. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Institutional Index Fund Institutional Shares with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.23
2.10
VINIX (Vanguard Institutional Index Fund Institutional Shares)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Institutional Index Fund Institutional Shares provided a 1.25% dividend yield over the last twelve months, with an annual payout of $6.13 per share. The fund has been increasing its distributions for 2 consecutive years.


1.20%1.40%1.60%1.80%2.00%2.20%2.40%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$6.13$5.80$5.58$5.20$5.27$5.55$4.84$4.44$4.22$4.57$3.55$3.13

Dividend yield

1.25%1.47%1.74%1.28%1.59%1.91%2.13%1.82%2.07%2.45%1.88%1.85%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Institutional Index Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$1.42$0.00$0.00$1.61$0.00$0.00$1.48$0.00$0.00$0.00$4.50
2023$0.00$0.00$1.38$0.00$0.00$1.44$0.00$0.00$1.35$0.00$0.00$1.63$5.80
2022$0.00$0.00$1.27$0.00$0.00$1.32$0.00$0.00$1.41$0.00$0.00$1.58$5.58
2021$0.00$0.00$1.25$0.00$0.00$1.23$0.00$0.00$1.27$0.00$0.00$1.45$5.20
2020$0.00$0.00$1.30$0.00$0.00$1.35$0.00$0.00$1.26$0.00$0.00$1.37$5.27
2019$0.00$0.00$1.50$0.00$0.00$1.06$0.00$0.00$1.46$0.00$0.00$1.54$5.55
2018$0.00$0.00$1.00$0.00$0.00$1.14$0.00$0.00$1.37$0.00$0.00$1.33$4.84
2017$0.00$0.00$1.03$0.00$0.00$0.97$0.00$0.00$1.20$0.00$0.00$1.23$4.44
2016$0.00$0.00$0.99$0.00$0.00$0.93$0.00$0.00$1.04$0.00$0.00$1.26$4.22
2015$0.00$0.00$1.60$0.00$0.00$0.88$0.00$0.00$0.97$0.00$0.00$1.12$4.57
2014$0.00$0.00$0.81$0.00$0.00$0.80$0.00$0.00$0.89$0.00$0.00$1.05$3.55
2013$0.67$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.89$3.13

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-2.57%
-2.62%
VINIX (Vanguard Institutional Index Fund Institutional Shares)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Institutional Index Fund Institutional Shares. 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 Vanguard Institutional Index Fund Institutional Shares was 55.19%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.

The current Vanguard Institutional Index Fund Institutional Shares drawdown is 2.57%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.19%Oct 10, 2007354Mar 9, 2009769Mar 26, 20121123
-47.38%Sep 5, 2000523Oct 9, 20021008Oct 12, 20061531
-33.79%Feb 20, 202023Mar 23, 202097Aug 10, 2020120
-24.51%Jan 4, 2022195Oct 12, 2022294Dec 13, 2023489
-19.37%Sep 21, 201865Dec 24, 201875Apr 12, 2019140

Volatility

Volatility Chart

The current Vanguard Institutional Index Fund Institutional Shares volatility is 3.79%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.79%
3.79%
VINIX (Vanguard Institutional Index Fund Institutional Shares)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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