- ISIN
- US9220427598
- CUSIP
- 922042759
- Issuer
- Vanguard
- Inception Date
- Oct 9, 2008
- Region
- Developed Markets (Broad)
- Category
- Large Cap Growth Equities
- Min. Investment
- $5,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $95B
Share Price Chart
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Performance
VTWIX Performance Chart
Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) is up 12.4% since the beginning of the year. VTWIX is currently trading at $322 per share. Investors who bought $1,000 worth of VTWIX shares 5 years ago would now be looking at an investment worth $1,719.
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Returns By Period
Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) has returned 12.44% so far this year and 29.61% over the past 12 months. Over the last ten years, VTWIX has returned 12.85% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Vanguard Total World Stock Index Fund Institutional Shares
- 1D
- 1.21%
- 1M
- 1.71%
- YTD
- 12.44%
- 6M
- 12.24%
- 1Y
- 29.61%
- 3Y*
- 19.81%
- 5Y*
- 11.45%
- 10Y*
- 12.85%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
VTWIX Monthly Returns History
Based on dividend-adjusted daily data since Jun 27, 2008, VTWIX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +12.5%, while the worst month was Oct 2008 at -19.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.
On a daily basis, VTWIX closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +11.6%, while the worst single day was Mar 16, 2020 at -11.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.11% | 1.70% | -6.44% | 9.47% | 4.62% | 0.07% | 12.44% | ||||||
| 2025 | 3.24% | -0.55% | -3.62% | 0.79% | 5.71% | 4.63% | 1.01% | 2.94% | 3.52% | 1.89% | 0.22% | 0.96% | 22.43% |
| 2024 | 0.01% | 4.51% | 3.14% | -3.56% | 4.48% | 1.61% | 2.11% | 2.31% | 2.24% | -2.27% | 4.07% | -2.87% | 16.47% |
| 2023 | 7.52% | -3.09% | 2.75% | 1.37% | -1.14% | 5.82% | 3.67% | -2.86% | -4.18% | -2.96% | 9.04% | 5.15% | 21.87% |
| 2022 | -4.65% | -2.77% | 1.77% | -7.92% | 0.50% | -8.34% | 7.05% | -3.91% | -9.57% | 6.27% | 8.43% | -4.40% | -18.00% |
| 2021 | -0.39% | 2.75% | 2.73% | 4.18% | 1.58% | 1.19% | 0.54% | 2.37% | -4.11% | 5.08% | -2.68% | 4.01% | 18.21% |
Benchmark Metrics
Vanguard Total World Stock Index Fund Institutional Shares has an annualized alpha of -0.77%, beta of 0.96, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since June 27, 2008.
- This fund participated in 102.15% of S&P 500 Index downside but only 96.45% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.96 and R2 of 0.95, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -0.77%
- Beta
- 0.96
- R²
- 0.95
- Upside Capture
- 96.45%
- Downside Capture
- 102.15%
Expense Ratio
VTWIX has an expense ratio of 0.08%, which is considered low.
Return for Risk
Risk / Return Rank
VTWIX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Institutional Shares (VTWIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VTWIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.20 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.37 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 2.78 | +0.25 |
| Martin ratioReturn relative to average drawdown | 13.22 | 12.44 | +0.78 |
Dividends
Dividend History
Vanguard Total World Stock Index Fund Institutional Shares provided a 1.57% dividend yield over the last twelve months, with an annual payout of $5.04 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.04 | $5.23 | $4.66 | $4.35 | $3.85 | $3.97 | $3.13 | $3.83 | $3.40 | $3.20 | $2.99 | $2.90 |
Dividend yield | 1.57% | 1.82% | 1.94% | 2.07% | 2.19% | 1.81% | 1.66% | 2.32% | 2.55% | 2.11% | 2.40% | 2.46% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Total World Stock Index Fund Institutional 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.66 | $0.00 | $0.00 | $1.14 | $1.80 | ||||||
| 2025 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $1.21 | $0.00 | $0.00 | $0.97 | $0.00 | $0.00 | $2.27 | $5.23 |
| 2024 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $0.85 | $0.00 | $0.00 | $1.78 | $4.66 |
| 2023 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $1.32 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $1.63 | $4.35 |
| 2022 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $1.22 | $0.00 | $0.00 | $0.82 | $0.00 | $0.00 | $1.30 | $3.85 |
| 2021 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $1.03 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $1.59 | $3.97 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Total World Stock 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 Total World Stock Index Fund Institutional Shares was 50.16%, occurring on Mar 9, 2009. Recovery took 457 trading sessions.
The current Vanguard Total World Stock Index Fund Institutional Shares drawdown is 0.65%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -50.16%Mar 2009 | 8mo 11d | 1y 9mo | 2y 6moJul 2008 - Dec 2010 |
COVID crash2020 | -34.20%Mar 2020 | 1mo 9d | 5mo 4d | 6mo 13dFeb 2020 - Aug 2020 |
Bear market2022 | -26.39%Oct 2022 | 11mo 9d | 1y 3mo | 2y 2moNov 2021 - Jan 2024 |
2011 bear market2011 | -23.44%Oct 2011 | 5mo 4d | 1y 2mo | 1y 7moMay 2011 - Dec 2012 |
Rate-hike selloffLate 2018 | -19.90%Dec 2018 | 10mo 29d | 10mo 5d | 1y 8moJan 2018 - Oct 2019 |
Drawdown Indicators
| VTWIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.16% | -56.78% | +6.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -9.10% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -16.43% | -18.90% | +2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -26.39% | -25.43% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -34.20% | -33.92% | -0.28% |
Current DrawdownCurrent decline from peak | -0.65% | -1.80% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -6.95% | -10.71% | +3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 2.03% | +0.18% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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