Investing in Vanguard Total Stock Market Index Fund Investor Shares

Investing in Vanguard Total Stock Market Index Fund Investor Shares can be a great way to diversify your portfolio and gain exposure to the entire US stock market.

The fund has a low expense ratio of 0.04%, making it a cost-effective option for investors.

By investing in this fund, you'll get access to over 3,000 stocks, including some of the biggest and most successful companies in the US.

This wide diversification helps reduce risk and increases the potential for long-term growth.

The Vanguard Total Stock Market Index Fund Investor Shares offers a highly efficient and well-diversified portfolio with a low cost.

One of the key benefits of this fund is its rock-bottom fees, which is a major advantage for long-term investors.

The fund has a total asset value of over $740 billion, making it a significant player in the market.

Its YTD return is 3.10%, which is a respectable performance considering the current market conditions.

The fund has a 10-year annualized return of 13.15%, which is impressive and reflects its long-term growth potential.

Here are the top funds in the Large Blend Category, which includes the Vanguard Total Stock Market Index Fund Investor Shares:

The Vanguard Total Stock Market Index Fund Investor Shares has consistently delivered strong returns over the past decade, with an annualized return of 12.84%. This is impressive, especially when compared to the S&P 500 benchmark, which had an annualized return of 11.54%.

In terms of year-to-date performance, the fund had a return of 3.81% as of the latest data point. This is a respectable showing, especially considering the ups and downs of the market.

Here are the annual returns for the fund over the past decade:

The fund's performance has been marked by periods of significant growth, as well as some notable downturns.

The Vanguard Total Stock Market Index Fund Investor Shares has been a consistent performer over the years, with a 12.84% annualized return over the past 10 years. This outperforms the S&P 500 benchmark, which had an annualized return of 11.54%.

In the last 12 months, the fund had a return of 23.39%, while the S&P 500 had a return of 3.43%. This significant difference in returns highlights the fund's ability to generate strong returns in a relatively short period.

Here's a breakdown of the fund's performance over the past 10 years:

As you can see, the fund has had some ups and downs over the years, but overall, it has consistently outperformed the S&P 500 benchmark.

To assess whether VITSX will outperform in the future, we need to look at three key pillars: the Process Pillar, the People Pillar, and the Parent Pillar. The Process Pillar evaluates how sensible and repeatable VITSX's performance objective and investment process is.

A high-quality management team is essential for delivering superior performance, which is why the People Pillar is crucial in our assessment. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

The Parent Pillar rates VITSX's parent organization's priorities and whether they're in line with investors' interests. Our evaluation of these three pillars will give us an overall rating of VITSX's potential for outperformance.

Here's a breakdown of the three pillars that influence VITSX's potential for outperformance:

VTSMX has an overall rank of 86, placing it among the top 14% of mutual funds when it comes to balancing risk and reward.

This suggests that the fund is doing a good job of managing risk, but it's essential to understand how it's performing in different areas.

According to risk-adjusted performance metrics, VTSMX compares favorably to its benchmark, ^GSPC.

Understanding the charges associated with your investments is crucial for effective risk management. The expense ratio is a key factor to consider.

VTSMX has an expense ratio of 0.14%, which is considered low compared to other funds. This means that a smaller portion of your investment goes towards administrative costs.

Breaking down the charges, we have the following fees: Administrator Fee Expense, Distribution Fee Expense, Advisor Fee Expense, Shareholder Reporting Fee Expense, Board of Directors Fee Expense, Custodian Fee Expense, and Other Fee Expense.

Here are the specific percentages for each fee:

These fees may seem small, but they can add up over time. It's essential to review and understand these charges to make informed decisions about your investments.

The Vanguard Total Stock Market Index Fund Investor Shares has a Sharpe ratio of 1.89, indicating its historical performance in terms of risk-adjusted returns.

This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

The fund ranks among the top 14% of mutual funds on our website when it comes to balancing risk and reward, with an overall rank of 86.

A Sharpe ratio of 1.89 is a relatively high score, suggesting that the fund has provided strong returns relative to its level of risk.

The chart below presents risk-adjusted performance metrics for the Vanguard Total Stock Market Index Fund Investor Shares and compares them to a chosen benchmark (^GSPC).

These indicators evaluate an investment's returns against its associated risks.

The maximum drawdown for the Vanguard Total Stock Market Index Fund Investor Shares was 55.38%, occurring on Mar 9, 2009, with a recovery taking 760 trading sessions.