US Equities (VTI)
US Total Market Equities is an asset class that represents the entire US stock market, including large, mid, and small-cap companies. This investment provides broad exposure to the US equity market and can be used to diversify a portfolio and potentially capture the returns of the overall stock market.
Performance & Returns
Total Return by Period
Updated: Oct 05, 2026
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.69% | 1.52% | 0.48% | 3.24% | 16.66% | 85.69% | 81.55% | 303.59% |
Total Return by Year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 23.81% | 26.05% | -19.52% | 25.66% | 21.05% | 30.65% | -5.22% | 21.21% | 12.83% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| 303.59% | 15.69% | 15.03% | -61.18% | 0.69 | 0.84 | 0.26 | 0.08 |
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| Vanguard Total Stock Market ETF | VTI | 100.0 |