Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTSAX (VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES) | -6.54% | 9.64% | 9.41% | 15.05% | 11.34% | 12.27% | 10.12% | 8.27% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTSAX (VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES) | 11/13/2000 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 11/13/2000.
AR inception is since 11/13/2000.
| 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.15 | 9.64 | 9.41 | 15.05 | 11.34 | 12.27 | 10.12 | 8.27 | -6.54 | 23.74 | 25.99 | -19.52 | 25.72 | 20.98 | 30.80 | -5.17 | 21.17 | 12.66 | 0.39 | 12.56 | 33.52 | 16.38 | 1.08 | 17.26 | 28.83 | -36.99 | 5.57 | 15.63 | 6.09 | 12.61 | 31.88 | -20.95 | -10.89 | -2.55 |
| Sharpe Ratio | NA | 0.17 | 0.27 | 0.70 | 0.51 | NA | NA | 0.35 | -0.77 | 1.32 | 1.61 | -0.84 | 1.87 | 0.59 | 2.32 | -0.38 | 2.92 | 0.92 | 0.02 | 1.07 | 2.95 | 1.26 | 0.04 | 0.92 | 1.02 | -0.92 | 0.16 | 1.16 | 0.37 | 1.02 | 1.89 | -0.88 | -0.60 | -0.80 |
| Standard Deviation(%) | NA | 19.68 | 19.03 | 18.45 | 18.77 | NA | NA | 19.76 | 29.03 | 12.98 | 13.59 | 24.92 | 13.74 | 35.11 | 12.67 | 16.95 | 7.06 | 13.59 | 15.33 | 11.77 | 11.35 | 13.12 | 24.44 | 18.71 | 28.05 | 41.06 | 16.02 | 10.70 | 10.62 | 11.42 | 16.54 | 24.98 | 22.22 | 28.37 |
| Draw Down(%) | NA | 19.64 | 19.64 | 25.36 | 34.97 | NA | NA | 55.34 | 19.64 | 8.56 | 10.75 | 25.36 | 5.22 | 34.97 | 6.78 | 20.15 | 2.76 | 11.30 | 12.09 | 7.57 | 5.71 | 10.01 | 20.35 | 16.20 | 27.37 | 48.36 | 10.00 | 8.46 | 6.96 | 8.39 | 13.23 | 32.48 | 29.45 | 10.32 |
| Yield(%) | 0.00 | 1.10 | 1.47 | 2.12 | 2.51 | 3.77 | 3.63 | 3.00 | 0.00 | 1.55 | 1.78 | 1.30 | 1.52 | 1.67 | 2.26 | 1.88 | 2.02 | 2.16 | 1.95 | 1.97 | 2.23 | 2.40 | 1.87 | 2.01 | 2.40 | 1.75 | 1.85 | 1.82 | 1.76 | 1.80 | 2.03 | 1.18 | 1.09 | 0.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTSAX (VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES) |
-15.17%
Feb 2006 - Feb 2009 |
-6.16%
Feb 2004 - Feb 2009 |
2.41%
Jan 2001 - Jan 2011 |
5.00%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTSAX (VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES) |
26.75%
Feb 2009 - Feb 2012 |
24.00%
Feb 2009 - Feb 2014 |
16.86%
Feb 2009 - Feb 2019 |
15.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart