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Vanguard Total Stock Mkt Idx Instl Pls (VSMPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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247.32+1.15 (+0.47%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.97%
5-year average return13.96%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)30.82%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.82%
Worst 3-yr total return6.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSMPXCategory
YTD13.58%5.31%
1-month3.14%-4.19%
3-month3.25%3.90%
1-year23.21%20.31%
3-year7.92%6.48%
5-year14.08%11.78%
10-year12.11%10.96%
Last bull market26.72%25.56%
Last bear market-16.84%-15.11%

Annual total return (%) history

Year
VSMPXCategory
2024
N/AN/A
2023
26.03%22.32%
2022
-19.51%-16.96%
2021
25.74%26.07%
2020
21.02%15.83%
2019
30.82%28.78%
2018
-5.15%-6.27%
2017
21.19%20.44%
2016
12.69%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%3.25%N/AN/A
20237.16%8.42%-3.29%12.17%
2022-5.45%-16.84%-4.45%7.15%
20216.43%8.29%-0.06%9.16%
2020-20.86%22.10%9.21%14.69%
201914.05%4.09%1.10%9.00%
2018-0.59%3.91%7.10%-14.26%
20175.80%3.04%4.55%6.34%
20160.95%2.68%4.42%4.11%
2015-7.26%6.26%N/AN/A

Rank in category (by total return)

YTD52
1-month42
3-month47
1-year48
3-year60
5-year45

Load adjusted returns

1-year23.21%
3-year7.92%
5-year14.08%
10-year12.11%