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Vanguard S&P 500 Value Index Instl (VSPVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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388.74-1.64 (-0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.01%
5-year average return13.46%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jun 2024)31.83%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return31.83%
Worst 3-yr total return6.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSPVXCategory
YTD3.39%4.44%
1-month-4.30%-4.04%
3-month3.08%4.09%
1-year18.07%14.37%
3-year9.11%6.04%
5-year11.28%9.20%
10-year9.92%8.57%
Last bull market24.90%22.97%
Last bear market-11.29%-11.27%

Annual total return (%) history

Year
VSPVXCategory
2024
N/AN/A
2023
22.14%11.63%
2022
-5.31%-5.90%
2021
24.81%26.22%
2020
1.31%2.91%
2019
31.83%25.04%
2018
-9.00%-8.53%
2017
15.29%15.94%
2016
17.29%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.04%N/AN/AN/A
20235.16%6.62%-4.10%13.60%
2022-0.19%-11.29%-5.83%13.56%
202110.75%4.98%-0.87%8.29%
2020-25.34%13.14%4.79%14.46%
201912.18%4.00%2.81%9.90%
2018-3.57%1.38%5.85%-12.06%
20173.27%1.49%3.47%6.31%
20162.18%3.93%2.92%7.32%
20150.22%-8.26%6.06%N/A

Rank in category (by total return)

YTD70
1-month62
3-month73
1-year23
3-year8
5-year16

Load adjusted returns

1-year18.07%
3-year9.11%
5-year11.28%
10-year9.92%