Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLISX (VANGUARD LARGE-CAP INDEX FUND INSTITUTIONAL SHARES) | -5.87% | 9.15% | 10.35% | 15.56% | 11.91% | 12.80% | 10.42% | 10.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLISX (VANGUARD LARGE-CAP INDEX FUND INSTITUTIONAL SHARES) | 02/03/2004 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 02/03/2004.
AR inception is since 02/03/2004.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.35 | 9.15 | 10.35 | 15.56 | 11.91 | 12.80 | 10.42 | 10.09 | -5.87 | 24.73 | 27.26 | -19.68 | 27.04 | 21.04 | 31.38 | -4.47 | 22.04 | 11.66 | 1.07 | 13.41 | 32.65 | 16.11 | 1.60 | 15.85 | 27.86 | -37.01 | 6.42 | 15.61 | 6.27 | 8.92 |
| Sharpe Ratio | NA | 0.21 | 0.31 | 0.72 | 0.55 | NA | NA | 0.45 | -0.71 | 1.45 | 1.75 | -0.85 | 2.03 | 0.60 | 2.39 | -0.34 | 3.21 | 0.87 | 0.07 | 1.17 | 2.94 | 1.26 | 0.07 | 0.87 | 1.02 | -0.93 | 0.22 | 1.22 | 0.40 | 0.79 |
| Standard Deviation(%) | NA | 19.41 | 18.80 | 18.17 | 18.55 | NA | NA | 19.17 | 28.99 | 12.53 | 13.25 | 24.77 | 13.33 | 34.66 | 12.52 | 17.12 | 6.70 | 13.21 | 15.44 | 11.48 | 11.11 | 12.86 | 23.63 | 18.17 | 27.31 | 40.86 | 15.81 | 10.16 | 10.27 | 11.14 |
| Draw Down(%) | NA | 19.28 | 19.28 | 25.65 | 33.97 | NA | NA | 54.75 | 19.28 | 8.32 | 9.96 | 25.62 | 5.33 | 33.97 | 6.61 | 19.44 | 2.56 | 10.75 | 12.01 | 7.43 | 5.69 | 9.81 | 19.26 | 15.81 | 26.71 | 48.04 | 9.62 | 7.79 | 6.80 | 7.72 |
| Yield(%) | 0.00 | 0.71 | 1.33 | 1.98 | 2.50 | 3.83 | 3.63 | 3.58 | 0.00 | 1.15 | 1.78 | 1.31 | 1.51 | 1.72 | 2.33 | 1.94 | 2.09 | 2.21 | 1.95 | 2.00 | 2.24 | 2.39 | 1.93 | 2.03 | 2.56 | 1.65 | 1.80 | 1.86 | 0.95 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLISX (VANGUARD LARGE-CAP INDEX FUND INSTITUTIONAL SHARES) |
-14.66%
Feb 2006 - Feb 2009 |
-4.19%
Mar 2004 - Mar 2009 |
6.58%
Feb 2006 - Feb 2016 |
7.78%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLISX (VANGUARD LARGE-CAP INDEX FUND INSTITUTIONAL SHARES) |
26.42%
Dec 2018 - Dec 2021 |
23.24%
Feb 2009 - Feb 2014 |
16.77%
Sep 2011 - Sep 2021 |
16.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart