Vanguard Total Stock Market Index Fund Investor Shares (VTSMX)
Fund Info
US9229083061
$3,000
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Total Stock Market Index Fund Investor Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Total Stock Market Index Fund Investor Shares had a return of 23.46% year-to-date (YTD) and 32.14% in the last 12 months. Over the past 10 years, Vanguard Total Stock Market Index Fund Investor Shares had an annualized return of 12.47%, outperforming the S&P 500 benchmark which had an annualized return of 11.10%.
VTSMX
23.46%
0.82%
11.37%
32.14%
14.53%
12.47%
^GSPC (Benchmark)
23.56%
0.49%
11.03%
30.56%
13.70%
11.10%
Monthly Returns
The table below presents the monthly returns of VTSMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.10% | 5.40% | 3.21% | -4.43% | 4.72% | 3.13% | 1.82% | 2.16% | 2.04% | -0.76% | 23.46% | ||
| 2023 | 6.89% | -2.34% | 2.62% | 1.05% | 0.41% | 6.83% | 3.57% | -1.94% | -4.80% | -2.63% | 9.37% | 5.30% | 25.87% |
| 2022 | -6.04% | -2.55% | 3.24% | -9.03% | -0.27% | -8.38% | 9.40% | -3.75% | -9.28% | 8.16% | 5.23% | -5.88% | -19.60% |
| 2021 | -0.34% | 3.19% | 3.46% | 5.14% | 0.43% | 2.53% | 1.71% | 2.86% | -4.48% | 6.71% | -1.49% | 3.81% | 25.59% |
| 2020 | -0.08% | -8.18% | -13.77% | 13.25% | 5.38% | 2.27% | 5.64% | 7.18% | -3.57% | -2.16% | 12.19% | 4.45% | 20.87% |
| 2019 | 8.59% | 3.50% | 1.42% | 3.98% | -6.45% | 6.97% | 1.44% | -2.03% | 1.70% | 2.10% | 3.77% | 2.85% | 30.63% |
| 2018 | 5.31% | -3.72% | -1.99% | 0.38% | 2.79% | 0.68% | 3.34% | 3.44% | 0.16% | -7.40% | 2.06% | -9.30% | -5.27% |
| 2017 | 1.91% | 3.71% | 0.07% | 1.05% | 1.01% | 0.92% | 1.87% | 0.15% | 2.45% | 2.16% | 3.04% | 0.99% | 21.05% |
| 2016 | -5.67% | -0.04% | 7.01% | 0.63% | 1.79% | 0.22% | 3.95% | 0.26% | 0.16% | -2.21% | 4.44% | 1.92% | 12.54% |
| 2015 | -2.77% | 5.76% | -1.04% | 0.42% | 1.39% | -1.71% | 1.63% | -6.01% | -2.95% | 7.84% | 0.54% | -2.04% | 0.28% |
| 2014 | -3.11% | 4.73% | 0.51% | 0.06% | 2.17% | 2.54% | -1.98% | 4.18% | -2.14% | 2.74% | 2.41% | 0.00% | 12.43% |
| 2013 | 5.50% | 1.28% | 3.88% | 1.70% | 2.32% | -1.27% | 5.49% | -2.82% | 3.66% | 4.22% | 2.88% | 2.63% | 33.34% |
Expense Ratio
VTSMX has an expense ratio of 0.14%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of VTSMX is 83, placing it in the top 17% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Total Stock Market Index Fund Investor Shares provided a 1.19% dividend yield over the last twelve months, with an annual payout of $1.68 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.68 | $1.55 | $1.43 | $1.30 | $1.26 | $1.33 | $1.19 | $1.08 | $1.02 | $0.95 | $0.85 | $0.77 |
Dividend yield | 1.19% | 1.34% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% | 1.65% | 1.64% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Total Stock Market Index Fund Investor Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $1.22 | |
| 2023 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.46 | $1.55 |
| 2022 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.43 | $1.43 |
| 2021 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.39 | $1.30 |
| 2020 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.36 | $1.26 |
| 2019 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.41 | $1.33 |
| 2018 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $1.19 |
| 2017 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.31 | $1.08 |
| 2016 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.34 | $1.02 |
| 2015 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.27 | $0.95 |
| 2014 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.85 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.23 | $0.77 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Total Stock Market Index Fund Investor 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 Investor Shares was 55.38%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.
The current Vanguard Total Stock Market Index Fund Investor Shares drawdown is 2.42%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.38% | Oct 10, 2007 | 354 | Mar 9, 2009 | 760 | Mar 13, 2012 | 1114 |
| -48.2% | Mar 24, 2000 | 635 | Oct 9, 2002 | 898 | May 5, 2006 | 1533 |
| -34.98% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.43% | Jan 4, 2022 | 197 | Oct 14, 2022 | 296 | Dec 19, 2023 | 493 |
| -21.99% | Jul 20, 1998 | 59 | Oct 8, 1998 | 54 | Dec 23, 1998 | 113 |
Volatility
Volatility Chart
The current Vanguard Total Stock Market Index Fund Investor Shares volatility is 4.25%, 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.