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)
Search

Lipper Peer3 Risk & Returns Scanner

VTI — More Risk, More Return

Roll over fund for details

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

Similar Funds & ETFs

2 Mutual Funds »

Equity Income (HULIX)
YTD Return
 -1.1%
3Yr Return
 16.9%
5Yr Return
 12.7%

HULIX's YTD and 3 year Returns outperformed VTI

YTD Return
 -6.4%
3Yr Return
 18.0%
5Yr Return
 14.3%

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

1 ETF »

YTD Return
 4.1%
3Yr Return
 22.3%
5Yr Return
 14.0%

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

View Overview Page For
Search