Vanguard Institutional Index Fund Institutional Shares (VINIX)

$381.50
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Institutional Index Fund Institutional Shares 34 0.98 15.09% -1.11% 0.04%
U.S. Large Cap 34 0.98 16.92% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 2.53% 3.54% -1.00%
Year-to-Date 15.09% 16.92% -1.83%
1 Year 31.47% 35.23% -3.76%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

34%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 34% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.04%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$53

Real cost (fees + lost compounding)

$65

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
-2.11%