Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares (VINIX)

362.7 -1.64%
Sep 24 close; Powered by Koyfin
Pros
10-year return above the benchmark
No sales load or distribution fees
Cons
Low net assets
3-year return below the benchmark
5-year return below the benchmark

Pros

  1. VINIX 10-year return is 12.26%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.21%.
  2. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. VINIX net assets are $0.00 million. This fund is not a popular choice with retail investors.
  2. VINIX 3-year return is 11.07%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 16.77%.
  3. VINIX 5-year return is 10.78%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 16.15%.