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Vanguard Total Stock Mkt Idx Instl Pls (VSMPX)

225.68 -0.49 (-0.22%)
At close: 8:00 PM EDT

Fund Summary

The fund employs an indexing investment approach designed to track the performance of the index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 30.82%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 4.53%
5y Average Return 12.56%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
VSMPXCategory AverageVSMPXCategory AverageVSMPXCategory Average
Alpha -1.74 -0.02 -0.96 -0.01 -0.85 -0.02
BETA 1.01 0.01 1.03 0.01 1.03 0.01
Mean Annual Return 0.9 0.01 1.27 0.01 1.07 0.01
R-squared 99.34 0.95 99.31 0.95 99.2 0.95
Standard Deviation 17.86 0.19 18.94 0.15 15.62 0.14
Sharpe Ratio 0.44 0.01 0.69 0.01 0.73 0.01
Treynor Ratio 6.61 0.16 11.78 0.15 10.52 0.12

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