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VGWAX: Vanguard Global Wellington Fund Admiral Shares (MUTUAL FUND)
Basic Info 32.1 0.25(0.78%) April 22
Asset Class: | World Allocation |
MyPlanIQ Rating: | (0%) |
Start Date: | 11/06/2017 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 2.71% |
Expenses | 0.45% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 1.6 | 9.8 | 4.4 | 7.5 | 7.3 | 12.5 | -7.1 | 13.5 | 7.5 | 22.1 | -4.7 | 1.9 |
Sharpe Ratio | NA | -0.15 | 0.72 | 0.18 | 0.32 | 0.32 | 1.12 | -0.65 | 1.79 | 0.34 | 0.69 | -0.68 | 3.47 |
Draw Down(%) | NA | 3.7 | 5.8 | 17.5 | 25.3 | 25.3 | 5.8 | 17.5 | 4.2 | 25.3 | 20.0 | 11.6 | 1.0 |
Standard Deviation(%) | NA | 6.3 | 7.0 | 9.5 | 18.1 | 16.4 | 7.5 | 13.0 | 7.5 | 21.2 | 30.2 | 8.9 | 3.7 |
Treynor Ratio | NA | -0.02 | 0.07 | 0.02 | 0.1 | 0.09 | 0.11 | -0.12 | 0.22 | 0.17 | 0.34 | -0.07 | 0.15 |
Alpha | NA | 0.0 | 0.01 | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | 0.04 | 0.0 | 0.06 | 0.01 | 0.03 |
Beta | NA | 0.6 | 0.74 | 0.69 | 0.57 | 0.6 | 0.75 | 0.69 | 0.61 | 0.42 | 0.61 | 0.89 | 0.84 |
RSquared | NA | 0.63 | 0.75 | 0.67 | 0.14 | 0.17 | 0.73 | 0.66 | 0.55 | 0.13 | 0.01 | 0.71 | 0.65 |
Yield(%) | N/A | 0.8 | 3.1 | 3.6 | 3.4 | N/A | 2.9 | 4.0 | 3.7 | 1.7 | 2.5 | 2.4 | 0.2 |
Dividend Growth(%) | N/A | -70.6 | -30.4 | N/A | N/A | N/A | -35.1 | 19.1 | 129.2 | -17.2 | -6.5 | 933.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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