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: Nov 05, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.43% | -1.35% | 0.41% | 7.10% | 16.78% | 76.33% | 85.85% | 208.94% |
Total Return by Year
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 23.75% | 26.01% | -19.50% | 25.61% | 20.83% | 30.58% | -5.31% | 21.16% | 12.78% | 0.46% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| 208.94% | 13.02% | 11.97% | -59.04% | 0.54 | 0.66 | 0.22 | 0.08 |
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| Vanguard Total Stock Market ETF | VTI | 100.0 |
Total Return Graph
No Taxes, No Rebalancing.