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: Jan 05, 2026
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.75% | 0.13% | 0.67% | 2.80% | 15.62% | 74.62% | 73.62% | 245.86% |
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% |
10 Year Performance
| Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|
| 245.86% | 14.15% | 13.26% | -64.99% | 0.61 | 0.73 | 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.