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Vanguard Total Stock Market Index Fund Institution...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9229083301

CUSIP

922908330

Issuer

Vanguard

Inception Date

Jun 27, 2016

Min. Investment

$5,000,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

VSTSX has an expense ratio of 0.01%, which is considered low compared to other funds.


Expense ratio chart for VSTSX: current value at 0.01% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.01%

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
VSTSX vs. VIGIX VSTSX vs. VOO VSTSX vs. VTI VSTSX vs. DFREX VSTSX vs. VIIIX VSTSX vs. VIGAX VSTSX vs. VFIAX VSTSX vs. VBR VSTSX vs. QQQ VSTSX vs. VXUS
Popular comparisons:
VSTSX vs. VIGIX VSTSX vs. VOO VSTSX vs. VTI VSTSX vs. DFREX VSTSX vs. VIIIX VSTSX vs. VIGAX VSTSX vs. VFIAX VSTSX vs. VBR VSTSX vs. QQQ VSTSX vs. VXUS

Performance

Performance Chart

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


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
10.20%
8.86%
VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares)
Benchmark (^GSPC)

Returns By Period

Vanguard Total Stock Market Index Fund Institutional Select Shares had a return of 24.84% year-to-date (YTD) and 25.20% in the last 12 months.


VSTSX

YTD

24.84%

1M

-0.64%

6M

9.98%

1Y

25.20%

5Y*

14.11%

10Y*

N/A

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.12%5.41%3.22%-4.42%4.73%3.14%1.84%2.17%2.05%-0.75%6.63%24.84%
20236.90%-2.33%2.64%1.05%0.42%6.84%3.58%-1.93%-4.79%-2.62%9.37%5.31%26.03%
2022-6.03%-2.55%3.25%-9.02%-0.26%-8.36%9.40%-3.73%-9.28%8.18%5.23%-5.87%-19.49%
2021-0.33%3.20%3.47%5.15%0.43%2.55%1.71%2.87%-4.48%6.72%-1.48%3.82%25.75%
2020-0.06%-8.17%-13.76%13.26%5.38%2.28%5.64%7.19%-3.56%-2.14%12.20%4.46%21.02%
20198.60%3.51%1.43%3.98%-6.43%6.99%1.45%-2.02%1.71%2.11%3.78%2.86%30.81%
20185.32%-3.72%-1.98%0.38%2.81%0.68%3.35%3.45%0.18%-7.39%2.07%-9.30%-5.15%
20171.92%3.72%0.08%1.06%1.03%0.92%1.87%0.16%2.46%2.17%3.04%1.01%21.20%
20160.30%-49.66%1.88%-0.20%3.96%0.26%0.17%-2.20%4.44%1.94%-44.19%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, VSTSX is among the top 9% 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 VSTSX is 9191
Overall Rank
The Sharpe Ratio Rank of VSTSX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of VSTSX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of VSTSX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of VSTSX is 9292
Calmar Ratio Rank
The Martin Ratio Rank of VSTSX is 9292
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 Total Stock Market Index Fund Institutional Select Shares (VSTSX) 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 VSTSX, currently valued at 2.09, compared to the broader market-1.000.001.002.003.004.002.092.07
The chart of Sortino ratio for VSTSX, currently valued at 2.79, compared to the broader market-2.000.002.004.006.008.0010.002.792.76
The chart of Omega ratio for VSTSX, currently valued at 1.39, compared to the broader market0.501.001.502.002.503.003.501.391.39
The chart of Calmar ratio for VSTSX, currently valued at 3.14, compared to the broader market0.002.004.006.008.0010.0012.0014.003.143.05
The chart of Martin ratio for VSTSX, currently valued at 13.36, compared to the broader market0.0020.0040.0060.0013.3613.27
VSTSX
^GSPC

The current Vanguard Total Stock Market Index Fund Institutional Select Shares Sharpe ratio is 2.09. 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 Total Stock Market Index Fund Institutional Select 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
2.09
2.10
VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Total Stock Market Index Fund Institutional Select Shares provided a 0.93% dividend yield over the last twelve months, with an annual payout of $2.62 per share. The fund has been increasing its distributions for 3 consecutive years.


1.20%1.40%1.60%1.80%2.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend$2.62$3.27$3.07$2.85$2.68$2.81$2.52$2.28$1.23

Dividend yield

0.93%1.44%1.67%1.23%1.44%1.79%2.07%1.74%1.11%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Total Stock Market Index Fund Institutional Select 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$0.87$0.00$0.00$0.91$0.00$0.00$0.84$0.00$0.00$0.00$2.62
2023$0.00$0.00$0.75$0.00$0.00$0.79$0.00$0.00$0.77$0.00$0.00$0.96$3.27
2022$0.00$0.00$0.69$0.00$0.00$0.72$0.00$0.00$0.76$0.00$0.00$0.89$3.07
2021$0.00$0.00$0.65$0.00$0.00$0.66$0.00$0.00$0.71$0.00$0.00$0.83$2.85
2020$0.00$0.00$0.60$0.00$0.00$0.68$0.00$0.00$0.65$0.00$0.00$0.76$2.68
2019$0.00$0.00$0.75$0.00$0.00$0.53$0.00$0.00$0.68$0.00$0.00$0.86$2.81
2018$0.00$0.00$0.55$0.00$0.00$0.59$0.00$0.00$0.69$0.00$0.00$0.69$2.52
2017$0.00$0.00$0.53$0.00$0.00$0.56$0.00$0.00$0.54$0.00$0.00$0.65$2.28
2016$0.53$0.00$0.00$0.70$1.23

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
-3.10%
-2.62%
VSTSX (Vanguard Total Stock Market Index Fund Institutional Select Shares)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Total Stock Market Index Fund Institutional Select 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 Total Stock Market Index Fund Institutional Select Shares was 52.42%, occurring on Jun 27, 2016. Recovery took 1141 trading sessions.

The current Vanguard Total Stock Market Index Fund Institutional Select Shares drawdown is 3.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.42%Apr 21, 201647Jun 27, 20161141Jan 7, 20211188
-25.35%Jan 4, 2022197Oct 14, 2022295Dec 18, 2023492
-8.56%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-5.7%Apr 1, 202415Apr 19, 202418May 15, 202433
-5.22%Nov 9, 202116Dec 1, 202117Dec 27, 202133

Volatility

Volatility Chart

The current Vanguard Total Stock Market Index Fund Institutional Select Shares volatility is 4.06%, 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
4.06%
3.79%
VSTSX (Vanguard Total Stock Market Index Fund Institutional Select 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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