Vanguard Idx Fund (VTI)

At A Glance

You hold VTI in 0 portfolios

Price

192.43USD

 1.14 +0.60%

3:17pm EDT

Category
US Diversified Equity
YTD Return (Cumulative)
 -20.30%
Classification
Multi-Cap Core
3 Year Return (Annualized)
 15.43%
52 Week High
$244.06
52 Week Low
$181.67
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

VTI — More Risk, More Return

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VTI outperforms 54 funds in its category for 3 Year Return, which is higher than the category median.

VTI has a lower risk than 48 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare VTI to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

Expense Ratio
Vs. Category

Expense Ratio0.03
 
 
VTI
Category Range

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$18 in fees
$20,429 before
 
$20,411 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Jul 06, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
VTI18.8750.827-0.121.040.99
Lipper Mlt-Cap Core IX
Lipper Classification Index
18.5160.8160.0181.0150.994
S&P 500 TR IX
Broad-Based Index
18.1240.901-0.1221.0390.992

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YTD Return
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3Yr Return
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5Yr Return
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HULIX's YTD and 3 year Returns outperformed VTI

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3Yr Return
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5Yr Return
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AFVLX's YTD, 3 year, and 5 year Returns outperformed VTI

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YTD Return
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3Yr Return
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5Yr Return
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CDC's YTD, 3 year, and 5 year Returns outperformed VTI

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