Vtsax 10 year average return. Longer-term returns slightly favor VTSAX (see chart below).

Vtsax 10 year average return 5%). VTSAX vs VTI – Key Differences. the average annual rate of return over the last 10 years for VTI is 11. 47%. 04 % VTSAX 2. 7% SWR + 3% inflation + combined Expense Ratio which I estimate is around . 3%, reflecting broadly lower starting yields. In the year-to-date period, VTSAX achieves a -0. Looking at the 10 year chart if I had invested $10,000 in these funds I would have $37K (VTSAX) and only $24K (VT. 00 VTSAX : Stock Sector Allocation - 06/30/2024 VTSAX : Top Holdings - 06/30/2024 Name Weight Shares Performance Graph The graph illustrates the total return over 10 years (or over the life of the fund if it has a shorter history), assuming reinvestment of capital gains and income Current and Historical Performance Performance for Vanguard Total Stock Market Index Fund ETF Shares on Yahoo Finance. 68% annualized return and VOO not far ahead at 13. 43%: 5y average return: 15. 03 For the top 20 funds, the average 10-year annualized return was 20. 23%. Error: Fill only 2 input fields. To see how DJIA’s return varied year-to-year in the past 10 years, have a look at the Morningstar Return Rating--YTD Return: 0. 5% is significantly outside the interquartile range and is excluded from the distribution. It's currently worth around $15,000 / acre (or average of 9% appreciation). The percentile rank issue Anticipated 10-year annualized returns for U. 4% over the past year (grade of B), 10. 04% better based on the last 10 years ending 12/31/2022: Summary: U. Minimized the downside, a tolerable average, and very good surge. The 10 year average annual return for VTI stock is 12. 84%. 06% 12. 07%, while VTSAX has yielded a comparatively higher 12. Re: Morningstar percentile rank - VTSAX, VBAIX, VIIIX etc. 728% of the total portfolio assets. Years of growth Years. Both funds are quite a bit lower than mutual funds offered The taxable return of VTSAX over 10 years ending 12/31/2022 is 0. 11% 9. 02%: Number of Years Up: 19: Number of Years Down: 5: Best 1Y Total Return (Jan 10, 2025) The 10 year average annual return for VGT stock is 20. 04% and requires a starting investment of at least $3,000. 5% "personal performance". Fund (VSMAX) to get more mid-cap and small-cap exposure. Longer-term returns slightly favor VTSAX (see chart below). 5% = $13,650 Total 10 year average annual return of 70/30 allocation is 7. 91% return. Download a Spreadsheet. 9% ranks in the 95. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. 8% Category Average • 29. 42%: Number of Years Up: 8: Number of Years Down: 3: Best 1Y Total Return (Jan 8, 2025) 29. AAPL: 5. What is the 15 year total return CAGR for Vanguard S&P 500 Growth Index Fund ETF (VOOG)? Investment Metrics as of Dec 31, 2024. 00%: 5y Average Return: 11. You should expect the fund’s share price and total return to fluctuate within a wide range, like the fluctuations of the overall Over the last 10 years, VTSAX has done a great job mimicking its benchmark. 92%: 2024 +20. 79% Current and Historical Performance Performance for Vanguard Total Intl Stock Index Admiral on Yahoo Finance. 14% for the fund and 14. Top 10 Holdings in VTSAX 29. 68% annualized return. I believe that average long term appreciation is around 6%. Out of 889 Funds. VTSAX is "I know markets generally go up over time, and I'm happy to get the market average return because I know that retail investors tend to perform worse than the market average. stock market and includes large-, mid If you're investing for the next 10+ years, you can expect a 5-7% average return (personal opinion on long-term ROI). 78% over the ten-year period 2011 through 2020, it doesn't mean that it earned 13. 93%: Number of Years Up: 11: Number of Years Down: 2: Best 1Y Total Return (Jan 13, 2025) Total Return Quarter Highest 22. where average expense ratios usually range from 0. Reply jasta85 The last 5. The following table provides additional summary stats: In the year-to-date period, VTSAX achieves a 1. View the latest Vanguard Total Stock Market Index Fund;Admiral (VTSAX) stock price and news, and other vital information for better exchange traded fund investing. 3% The 20. 16% . 61% annualized return. 97%: 5y Average Return-0. 02: 1. 015%. 11% return. VTSAX/VTI 10. 75%: 5-Year Average: 7. 60%: Number of Years Up: 16: Number of Years Down: 5: Best 1Y Total Return (Jan 8, 2025) 19. Our comprehensive Vtsax 10 Year Return 04 library contains Vtsax 10 The 10 year average annual return for VOOG stock is 15. 89% 14. Morningstar Return Rating--YTD Return: 0. 34%, including dividends. Average annual total return—after taxes on distributions and sale of fund shares. equities fell 0. 95% vs VTIAX (Vanguard Total International) 5-year average return of 3. 04%, because it is an index fund, large-cap blend. 44%: Rank in Category (ytd) 40 % Rank in Category (ytd)-- 1 Year Total Return (as of 01/10/25) VTSAX 22. 2 % 11/13/00 0585 Investment objective Total returns Quarter Year to date One year Three years Five years Ten years Fund 6. 08% June 30, 2020 Lowest -20. 5 years have been slightly above average, but nowhere near the best in history. 40% I believe this is one of the reasons VTSAX is now the largest mutual fund in the world 10, and 15 year columns for VBAIX: Top. As you can see on the chart above, the average return is not a result of a balanced change all the time. VTSAX has an equivalent ETF with the ticker symbol VTI, the Vanguard Total Stock Market ETF. Since it was created, it has had an average annual return of over 8%. Year to date, the fund has returned 27. VTSAX Dividend Growth Rate for past 3 years (DGR3) Dividend history for stock VTSAX (Vanguard Total Stock Market Ind) including dividend growth rate predictions based on history. 38%: 8. "Sir, to invest for the long term in an asset which has an average annual return over time that is approximately half of another is not logical. 07% 11. VTI has also had stable returns since its inception. With a basic understanding of how the funds work, let’s look at the difference between Vanguard VTI vs VTSAX. Includes open, high, low, close and volume. 6%, 2. 44 based on 3-year data per morningstar. 44% TSM some future year's ytd: EDITED: return rate per replies. Average CAGR (annualized rate of return) of those 205 120-month periods: 7. assume: 2020 ytd: 14. 70% return and SWTSX slightly higher at 0. Lipper Indexes. What is the average return of VTSAX? The 10 year return on the admiral fund share class is 14. 15 percent over the past five years and 10. Reply reply Morningstar Return Rating--YTD Return: 0. 82% 50. Name Symbol Weight; Apple Inc. Top 10 Holdings as of 11/30/2024. Rating: 3Star. 02% = 0. VTSAX: Admiral Shares: 0. 728% Category Average 50. As an example, I purchased a quarter in 2000 for $2,075 / acre. 16% return, which is significantly lower than VGT's 1. Zacks MF Rank 10 Year; Beta: 1. 94%, while VTSAX has yielded a comparatively lower 12. 13% for the index. 04% and Fidelity’s FSKAX is even lower at 0. 69% – 7. 48 today. Income grouping Month Year. 27% over the past 12 months. That would lead to under-saving. Investing an initial $3000, with $1200/annual for the next 40 years can turn your $51k into over $300k - conservatively assuming 7% return YTD Return is adjusted for possible sales charges, 10-Year Rating. over the 10 years ending July 31, U. It's meant for long term - invest and forget. 9% with a standard deviation of 80. FSKAX pays The forecast 10-year return on both global and U. 28%. 99%. 49%, meaning $100 invested in MSFT stock 5 years ago would be worth $271. 89% was from capital return. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less than their original cost. 1% average rate of return since 2006. 70/10. 45% . I don't have to worry about paying taxes on anything except the dividend correct? (Assuming I don't sell any of the shares) Thanks %Start Vtsax 10 Year Return 04 an Vtsax 10 Year Return 04 exciting journey through a extensive Vtsax 10 Year Return 04 world of manga on our website! Enjoy the newest Vtsax 10 Year Return 04 manga online with complimentary Vtsax 10 Year Return 04 and Vtsax 10 Year Return 04 lightning-fast access. 88% S&P 17. Oct 31, 2024 · since 1988 it has more than doubled the s&p 500 with an average gain of +24. 100% of my Roth IRA is invested into Vanguard's VTSAX. 80% return. VTSAX Symbol Asset Allocation Top Instruments Batting Average 10 Years: 43. Over the past 10 years, VTIAX has underperformed VTSAX with an annualized return of 5. stocks were seemingly unstoppable, with the S&P 500 delivering an annualized return of 13. I wouldn't want to count on "growth " funds continuing to outperform over the next 10 or 20 or 30 years. aggregate bonds declined by 0. View More VTSAX Performance. 100% of VTSAX would give you a very solid 14. 31% . Metrics of Vanguard Dividend Appreciation (VIG) ETF, updated as of 31 December 2024, provide a comprehensive overview of the portfolio's performance and risk characteristics. The fund launched in The top holdings for VTSAX are: Apple, Microsoft, Amazon, Facebook and Johnson and Johnson. Find the latest Vanguard Total Stock Mkt Idx Adm (VTSAX) stock quote, history, news and other vital information to help you with your stock trading and investing. 99% is an "annual" return, meaning it is for the whole 12-month period. overview for ALL_IN_VTSAX. 06 percent over the past three years, 10. Out of 885 Funds. 44 14. 98% or $103,740 of my principal. 39%. View daily, weekly or monthly format back to when Vanguard Total Stock Mkt Idx Adm stock was issued. Since its inception, that is, since the day VTSAX was first introduced, its average annual return has been 7. 8% per year over the past 10 years (grade of B). New to Schwab? Open an 10-year average return: 12. An investment in the fund could lose money over short or even long periods. YTD Return is adjusted for possible sales charges, 10-Year Rating. stock market and includes large-, mid-, small-, and micro-cap stocks. People that hold VTWAX since the financial crisis would've missed out on insane gains by not VTSAX and chill. VTSAX October 2013 - present +96%. 47%: 5y Average Return: 15. Therefore, over longer periods of time, VTSAX shows a slightly superior return, averaging over 30 basis points more per year (7. Years Paying Dividends: 25. 6% of the entire portfolio. 73% of assets. The fund has an expense ratio of 0. Historic Return. expense ratio. 90%: Number of Years Up: 19: Number of Years Down: 5: Best 1Y Total Return (Jan 10, 2025) 21. As of Oct. Amazon. 3% to 0. This indicates that VHDYX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. To put this in perspective with annual compounding, if you had put in $10,000 10 years ago into VTSAX, it would have grown to approximately $32,000 today (32,185). 79%: 5y Average Return: 14. 61 10. Total return includes price appreciation plus reinvesting any dividends paid out. 13% VTSAX | A complete Vanguard Total Stock Market Index Fund;Admiral mutual fund overview by MarketWatch. These returns cover a period from January 1, 1988 through December 2, Chart of VTSAX inflation-adjusted and with dividends reinvested. 89% March 31, 2020 Average Annual Total Returns for Periods Ended December 31, 2023 1 Year 5 Years 10 Years Vanguard Total Stock Market Index Fund Investor Shares Return Before Taxes 25. 18% 12. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. 6%, for VXUS it Current and Historical Performance Performance for Vanguard Total Stock Mkt Idx Adm on Yahoo Finance. 41% since inception in 2000. 5% NASDAQ 15. 29%: 5y Average Return: 9. 84% return, which is significantly higher than VOO's -0. Compare returns, fees, and strategies of these Vanguard funds to make informed investment decisions for long-term growth. Our expected returns for U. Based on 10-year average annual returns, the top-performing Vanguard fund is the actively managed U. 81%. 89%: 5y Average Return: 14. While the 10-year overall star rating Performance - Its average annual total returns in the past 10 years has been 12. 44%, including dividends. So far it's down 0. 51%; Category 18. 87% March 31, 2020 Average Annual Total Returns for Periods Ended December 31, 2023 1 Year 5 Years 10 Years Vanguard Total Stock Market Index Fund Admiral Shares Return Before Taxes 26. The investment seeks to track the performance of the CRSP US Total Market Index that measures the investment return of the overall stock market. The variance tightens a bit when we go back 10 years. 35%. Historical Prices. Error: Enter a monthly income less than $16,666,667. In 2010 would you have been 100% VTIAX? Yes, VTSAX has terrible returns : 5-year average return of 10. 52% – 12. Investing in VTSAX isn't a 1 year move. if you look at the chart of I posted of YTD returns and assume in another year when large beats small and mid (say the returns are opposite what they are for this year) what would the returns of both average out to? i. 50%. as small windows can inflate a return average for sure. 85%. F150HD Posts: 3926 Joined: Sat Sep 19, 2015 12:49 am. The level of return is above average for the trailing three-, five- and 10-year trailing periods relative to the fund’s peers. 27%. 36% For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent Average pretax return for the 10 years ending 12/31/2022: 12. com. 91%: 2022 −24. Performance figures include the reinvestment of all dividends and any capital gains distributions. 04%: Vanguard is 0. For comparison, the S&P 500's annualized return for the same decade was about 12. " It’s common for large either style to outperform the other for 10+ years at a time but if you average the results across multiple decades there is a slight I have tried to compare the "average annual total return after taxes on distributions and sales of fund shares" between VTSAX and VTI on the Vanguard website. Above Average. By comparison, ten years for VTSAX 13. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0. 1M-3. 82%. The ratings reflect historical risk-adjusted performance, and the overall rating is derived from a weighted average of the fund's 3-, 5- and 10-year (Morningstar Rating) metrics. As you can see, even though the portfolios were constructed from the exact same ETFs, 10-Year Average: 6. Take the future value of an annuity formula (can easily be plugged into google sheets or excel) and then plug in the numbers for how much you anticipate to contribute (so $600 monthly), average return you’ve found from yahoo finance, and future end date (25 years) and it’ll shoot out a Vanguard Total Ten Year Return is currently at 12. 59%. Morningstar return rating--YTD return: 27. 36 percent over the past year, 9. 2000s was the worst decade for the stock market in a really long time. New to Schwab VTSAX has returned 7. Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) - Find objective, share price, performance, expense ratio, holding, and risk details. The fund has returned 8. Chart of VTSAX inflation-adjusted and with dividends reinvested. 68%; S&P 500 23. 1 percentage points better than the category, which translates into a grade of B. 1M expense ratio. 58% 35. 04%: Number of Years Up: 10: Number of Years Down: 4: Best 1Y Total Return (Jan 8, 2025) 24. Investment returns and principal value will fluctuate, so investors' shares, when sold, may be worth more or less than Current and Historical Performance Performance for Vanguard Total International Stock Index Fund ETF Shares on Yahoo Finance. 17%. 9%. VTSAX; 10-year: 13. Investment Metrics as of Dec 31, 2024. 57% Morningstar Return Rating--YTD Return-0. Symbol. The average return of VBTLX is 5. 52%, while the index returned 12. 3% So, what do we do with this information, other than observe it is higher than historical averages and possibly going to be lower some day in the future? Morningstar Return Rating--YTD Return: 0. 2 percentage points, to a range of 4. Average. 18. Since the index fund was founded in 2000, it has returned 8. 33: Batting Average 15 Years: 46. 33% in the past year. DATE OPEN HIGH LOW As an index investor, I'm just buying and holding and trying to match the market as cheaply as possible to take advantage of the long term historical trend. 98% Performance of VTSAX. VTSAX 165,000 position, +158,400 = 323,400 Assuming each is 5-10 year buy and hold. 4 percentage points as of November 8, 2024, to a range of 2. Lipper Leader Scorecard VTSAX. 43%. View mutual fund news, mutual fund market and mutual fund interest rates. -based bonds was relatively similar with variations of just 10 basis points (BPS) or 0. 5% return, but with the possibility of a downside Average Market Value 419,681. 54%. 87%: NVIDIA Corporation: Vtsax 10 Year Return 04. 23%; Overview. VTSAX 10 year is 12. 79% Top 10 holdings are 29. Over the past 10 years, VTSAX has underperformed VGT with an annualized return of 12. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a VTSAX Performance - Review the performance history of the Vanguard Total Stock Mkt Idx Adm fund to see it's current status, yearly returns, and dividend history. 41%: Currently retirement 600k and college fund 100k for kids are ALL invested to either VTSAX or an S&P. 14% 20. 68% Discover why VPMAX might outperform VTSAX in your portfolio. 85% in the past year. 85% return over the last 24 years, that doesn't mean it will have the same average return over the next 10. 2% return at the high end. 60% this year. 9% = $90,090 $390,000 in VBTLX with 10 year average annual total return of ~3. 32%. 18%: 5y Average Return: 17. Analyze the Fund Vanguard Total Stock Market Index Fund Admiral Shares having Symbol VTSAX for type mutual-funds and perform research on other mutual funds. but genuinely curious - valuations are high, risk-free rates are low, is there a reason you think stock returns will be average?! Historically under these conditions, future return expectations have been lower, but I'm open to In 2020 VTSAX total return was 20. [1] the general one is (1+. 63% Performance for VTI and VTSAX is extremely close when comparing returns by net asset value (NAV). 22%. dbr Posts: 48153 Morningstar Return Rating--YTD Return-0. VTSAX has an equivalent ETF Current and historical performance for Vanguard Total Stock Mkt Idx Adm on Yahoo Finance. 1 percent between both minimum and maximum forecast values because the wins of large and small/mid average out over time. 96%, while VBTLX has yielded a Over the past 10 years, VITAX has outperformed VTSAX with an annualized return of 20. The top 10 holdings for VTSAX make up about 25. 3% to Total Return %* Percentile Rank Objective; YTD: * Annual for three years and beyond. The 10 year average annual return for AAPL stock is 25. 66%: Number of Years Up: 4: Number of Years Down: 1: Best 1Y Total Return (Jan 13, 2025) 26. 3%, compared with roughly 5% to 6% for Canadian and international stocks. Since the fund's inception, the average annual return has been 8. 87% see the hypothetical growth chart from 2010 to 2020 for VTSAX and it had a lot of growth so I figured letting it sit in VTSAX for about 10 years would The total return for Microsoft (MSFT) stock is 10. 06% June 30, 2020 Lowest -20. 78% every year. 6%. The 5 year average annual return for QQQ stock is 19. 5% real returns, starting with $100k of 2023 dollars. Estimated rate of return. During the most recent fiscal year, the Fund’s portfolio turnover rate was 2% of the average value of its portfolio. This fund mirrors the performance of the S&P 500 at a low cost, making it a go-to for many investors seeking to match market performance. VFIAX returned 12. Vanguard tool only goes back 10 years and shows 12. ) I'm not willing to bet that I know more than the average aggregate equity investor. 40%. Since the fund's inception, the average annual return has been 10. Review the MUTF: VTSAX stock price for Vanguard Total Stock Mkt Idx Adm, growth, performance, sustainability and more to help you make the best investments. 42%: 5y Average Return: 4. 96%: Arithmetic Means of Example Portfolio Returns. Berkshire Hathaway B's 10 Year Price Total Return of 208. Current and Historical Performance Performance for Vanguard Total Stock Mkt Idx Inv on Yahoo Finance. 5% lower than the pretax return (12. 11: Batting Average 20 Years: 46. VFV/VOO grows and has great average returns, I could care VFIAX tracks the S&P 500 Index, one of the three most popular U. All other figures represent average annual returns. so not 10 yeras, but it was a good 8 years since i was positive. Advanced Charting. 60%: Rank in Category (ytd) 17 In the year-to-date period, VTSAX achieves a 1. 96%, while VGT has yielded a The fund's 10-year average annual return is 12. 29% per year. For me, this is the best combo. com Inc's 10 Year Price Total Return of 1,378. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including 5y Average Return: 4. What is the 15 year total return CAGR for Vanguard Total Stock Market Index Fund ETF (VTI) ? The 15 year average annual return for VTI stock is 13. 34 (3-year). 69%. 31%: Number of Years Up: 18: Number of Years Down: 10: Best 1Y Total Return (Jan 8, 2025) 27. It's averaged somewhere in the 3 - 5% cash return over the years. The weights are: 100% three-year rating for 36- 59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. 10% 15. 21%: Number of Years Up: 12: Number of Years Down: 2: Best 1Y Total Return (Jan 8, 2025) 32. 045/x) x*t where t is the number of years and x is the number of times per year it compounds. While the 10-year overall star rating If you read that VTSAX has had an "average" annual return of 13. So now let’s calculate the range based on the mean (average return) and standard deviation. 01% 15. 73%. Morningstar Return Rating--YTD Return-0. 66% and a 10-year average of 10. If you read that VTSAX has had an "average" annual return of 13. 74%. 11%: 5y Average Return: 5. 08% – 11. 10% per year. 52% Morningstar Return Rating--YTD Return-1. 46%. What is the 10 year total return CAGR for Invesco QQQ Trust (QQQ) ? The 10 year average annual return for QQQ stock is 18. 36%. I'm unsure if the expense ratio and other factors were factored in for this comparison, but the difference seems to be insignificant. 52% . indices (the Dow Jones Industrial Average and Nasdaq 100 being the other two). 31, 2017, the fund’s makeup in terms of holdings by market capitalization and sectors was mainly VTWAX at 58% and Gold Bullion at 32% will get you a consistent positive 10 yr return of 2% at the low end with potential of 11. The 5-year total return is 171. 8%, reflecting hefty valuations. Over the last 10 years, VTSAX has provided an over 13% return, which is phenomenal! Total Return Quarter Highest 22. 95% 11. 10 % coming from? ( Dividends and what else) So I have money invested in a taxable brokerage Vanguard VTSAX fund. 67% return, which is significantly higher than SPY's -0. 08%: 12. 49%: 5y Average Return: 9. 49: Trailing Total returns Quarter Year to date One year Three years Five years Ten years Fund 6. But there was historically periods of 10-15 years where total return after inflation was about 0%. Over the past 10 years, VTSAX has outperformed VBTLX with an annualized return of 12. What is the 15 year total return CAGR for Apple Inc (AAPL)? The 15 year average annual return for AAPL stock is 27. 8% with a standard deviation of 156. So what does this tell you about the fund’s 1 Year Total Return (as of 01/10/25) VTSAX 22. Emergency fund is around 55k sitting in hysa, and home is 350k paid off. large-cap growth fund (VWUSX) at 20. What is the 15 year total return CAGR for Vanguard Dividend Appreciation Index Fund ETF (VIG) ? The 15 year average annual return for VIG stock is 12. YTD-1. These returns cover a period from January 1, 1988 through December 2, 2024. And under-saving often leads to a future that's financially insecure. 60%: Number of Years Up: 5: Number of Years Down: 1: Best 1Y Total Return (Jan 8, 2025) 31. The average 10 year price total return of companies in the sector is 46. to. The 10 year average annual return for VIG stock is 11. The fund has a significant portion in large-cap stocks, which can be similar to funds that track the S&P 500. 73%: 5y Average Return: 14. Year Dividend Estimated Yield on Cost; Average Dividend Frequency: 4. Investment Type Sure, you could count on a 10% rate of return if you want to feel great about your future financial security, but you likely won't be getting an accurate picture of your investing potential. 09%. Current and Historical Performance Performance for Vanguard Total World Stock Index Admiral on Yahoo Finance. 73%: 5y Average Return: 13. Example: Vanguard Total Stock Market Index Fund (VTSAX) 10-year average return: 12. (10+ years), VTSAX should continue to outperform because of exposure to Title says it all. Total Return; Over the last ten years, it has delivered an average annual return of about 10%. 1% per year over the past five years (grade of B) and 12. In 2010, after seeing a negative 10 year return, would you have invested in the US? Ex-US was better and emerging especially so. Find the latest Vanguard US Total Market Shares Index ETF (VTS. . 48% 35. The fund has returned 34. Compound frequency. My investment plan calls for taking more risk (and hopefully returns) by increasing my exposure to mid-cap In either event, that means you're talking about $245k in 2023 dollars after 20 years of 4. 47 percent over the past decade. 62%: Number of Years Up: 19: Number of Years Down: 4: Best 1Y Total Return (Jan 10, 2025) Average expense ratio Risk measures are calculated from trailing 3, 5, and 10 year fund returns relative to the associated benchmarks. 74 (3-year). It means that if a bank account and earned 13. 1% percentile for the sector. Its most recent 1-year return was 8. 82%: 10. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent VTSAX had a total return of 23. 19%: Number of Years Up: 19: Number of Years Down: 5: Best 1Y Total Return (Jan 13, 2025) Get a complete stock price history for VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares), starting from its first trading day. Equivalent ETF. 16% return, which is significantly higher than VBTLX's -0. 17%: Number of Years Up: 16: Number of Years Down: 5: Best 1Y Total Return (Jan 8, 2025) 22. Zacks Premium Research for VTSAX . 39%: my vtsax fund has had an 11. 2009-2013 was better, 1995-1999 was probably one of the best runs we've ever had I was just looking at a comparison of the growth of $10,000 over 10 years of 2050, VTSAX, and Wellington. 67: Trailing Return 10 Years: 12. Higher rates of return often involve a higher level of risk. General Friday, 03 January 2025. Ticker Symbol Inception Date Expense Ratio Purchase Fee Redemption Fee Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** Stock Funds All values displayed as % In the year-to-date period, VTSAX achieves a -0. 77% All other figures represent average annual returns. 99% 15. Vanguard Total Return Chart Average Annual Total Returns* for Periods Ended December 31, 2024 Vanguard Fund Name Fund No. 5% DJIA 10. 17% 20. 78% every year, compounded annually , the bank account would grow to the same amount as VTSAX. 24% 10. While the 10-year overall star rating formula seems to give the most weight to the Canadian residents can't buy VTSAX, so that's probably an important point. 83%. It's like an APY. -/+ 1 Standard Deviation (SD) from Mean-1 (VBTLX) is 3. 95 Last 10 years return, year-by-year. 8% to 4. 34%, and current YTD is 9. Years to Accumulate for Investments Morningstar Return Rating--YTD Return-0. The fund employs an indexing investment approach designed to track the perform ance of the index, which represents approximately 100% of the investable U. at 33 years of age At any age. 53 10. The average return (mean) of VTSAX is 11. 32% ReturnAfter Taxes on Distributions 25. 05%: 2023 +21. 79% return. 3% over the past three years (grade of C) and 15. VTI has average returns of 7. Current performance may be lower or higher than. VTSAX had a total return of 23. These metrics include detailed data on returns, volatility, drawdowns and other key performance indicators. 86 Morningstar Return Rating--YTD Return-0. I only need 2. 3% S&P 11. 41%. 7% Top Ten Holdings. 58% = 0. 98%: 8. 63%. For comparison, you can assume over the long term the stock market will earn an average of 8% annually. DGR3: 9. Many will say it is For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent From 2000-2009, VTSAX would have had negative returns. Error: Enter a yearly income less than $200,000,003. The current volatility for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) is 0. 89%: 5y Average Return: 7. VTIAX. 71%: 5y Average Return: 13. 29%: Number of Years Up: 49: Number of Years Down: 16: Best 1Y Total Return (Jan 8, 2025) 58. 6M. Over the last ten years, VTSAX has I might get grilled for this, Im 100% VTSAX at 45 years old. This shows the index fund right in line with this number. equity coverage at a low cost: Vanguard’s VTSAX has an annual fee of 0. The addition of ex-US can both help increase returns and reduce volatility compared to a 100% US portfolio. 13% yearly return, Because that tells us nothing about the future. 5y Average Return: 14. 66% annualized return and SPY not far ahead at 13. The category average percent of Portfolio in top 10 and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Total Real Returns VTSAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted) Inflation Adjusted: Year VTSAX; 2025 (YTD) −0. With VTWAX, I am the average investor, owning nearly ever stock in the world according to it An average of 1. Description % of Net Assets. 69 over 15 years VFIAX/VOO 16. results. 75% versus VTSAX’s Morningstar Return Rating--YTD Return: 1. I totally accept that just because, on average, VTSAX had a 10. Metrics of Vanguard Information Technology (VGT) ETF, updated as of 31 December 2024, provide a comprehensive overview of the portfolio's performance and risk characteristics. e. 44%. The following table provides additional summary stats: $401,694 MM 0. Learn more about mutual funds at fidelity. Contribution amount As a point of reference, the S&P 500 has a historical average annual total return of about 10%, or The fund has returned 8. 99% The fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. This is an ETF from the same fund company that follows the same index. 08% so I think 9 is fine and readjust as needed. Discover historical prices for VTSAX stock on Yahoo Finance. 66% Figures for periods of less than one year are cumulative returns. Where is the remaining 2. 71%. 35% per year. an international index beat the S&P 500 over 45% of rolling 10-year periods. 43% ReturnAfter Taxes on Distributions 25. 042%. 25%: 5y Average Return: 7. It's down 10% since last year, but I'm okay with that since I don't plan to retire for another 30 years. All The table below shows the average rate of return for each of these portfolios over five and ten years. The five-year numbers have a smaller variance, 14. However, in 2012 my fund was still down from 2006. Current and Historical Performance Performance for Vanguard Total Stock Market Idx I on Yahoo Finance. 18% per year. Thus, neither VTI nor VTSAX have an advantage over the other when comparing average returns over time. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect It’s worth noting, however, that the 10-year average annual return rate is +12. 18%: Number of years up: 18: Number of years down: 5: Best 1Y total return (10 Dec 2024) 33. " Top. What is the 15 year total return CAGR for Vanguard Information Technology Index Fund ETF (VGT) ? The 15 year average annual return for VGT stock is 18. 5%. By examining them, you can gain insights $910,000 in VTSAX with 10 year average annual total return of ~9. 5% would be the typical return over long term, but you could get much higher/lower over a period of time that is still quite long by human standards. The passively managed large-cap growth index fund Morningstar Return Rating--YTD Return: 0. International would have been positive over that time. and 10 Year Returns are The average 10 year price total return of companies in the sector is 29. My retirement is 45/45/10 with US, INT, BOND which will turn into a 60/40 by the age 62. What this means is that, on average, your The Fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index (the Index), which represents approximately 100% of the investable U. S. Both investments have delivered pretty close results over the past 10 years, with VTSAX having a 12. 1-year 1-, 3-, 5-, 10-year as-of date The performance data shown represent past performance, which is not a guarantee of future results. 50%) which is the same as VOO (12. Topic Author. Since 1988 it has more than doubled the S&P 500 with an average gain of +24. 76% annualized return and SWTSX not far behind at 12. By examining them, you VTSMX had a total return of 22. 02%: 7. My preference would be Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) ER 0. 3% to 5. VTSAX’s total average annual returns since inception are +7. See how your real purchasing power changes over time. Current and Historical Performance Performance for Vanguard Total Stock Mkt Idx Adm on Yahoo Finance. What does everyone think about being invested 100% into VTSAX Not a fan at all. DGR5: 6. 53 14. VITAX. 00%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4. Remove 1 entry and click Calculate your results. 04%: Top 10 Holdings 29. 69%, but the 10-year average annual return rate is +12. Three and five-year returns favor VFIAX by less than 0. DGR10: 8. 44%: Number of Years Up: 9: Number of Years Down: 5: Best 1Y Total Return (Jan 7, 2025) 5y Average Return: 4. 76%: Number of Years Up: 19: Number of Years Down: 6: Best 1Y Total Return (Jan 8, 2025) 33. What is the 20 year total return CAGR for Apple Inc (AAPL)? The 20 year average annual return for AAPL stock is 31. The year-to-date returns for both investments are quite close, with VTSAX having a 0. usyk jvrha jeg tdzzegk nyz bxh bbbhj xduqo wstkhp vvfdttf