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VTWG: Vanguard Russell 2000 Growth Index Fund ETF Shares (ETF)
Basic Info 184.35 2.49(1.37%) April 26
Asset Class: | Small Growth |
MyPlanIQ Rating: | (27%) |
Start Date: | 09/22/2010 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.54% |
Expenses | 0.15% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/22/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | 0.6 | 16.2 | -6.2 | 5.5 | 7.6 | 10.5 | 18.9 | -26.5 | 2.8 | 34.7 | 28.8 | -9.4 | 22.3 | 10.5 | -1.1 | 6.2 | 43.4 | 14.4 | -3.3 | 21.7 |
Sharpe Ratio | NA | -0.58 | 0.25 | -0.32 | 0.13 | 0.27 | 0.41 | 0.75 | -0.87 | 0.12 | 0.86 | 1.62 | -0.54 | 1.79 | 0.52 | -0.07 | 0.35 | 2.98 | 0.83 | -0.1 | 5.56 |
Draw Down(%) | NA | 9.5 | 19.5 | 40.5 | 42.1 | 42.1 | 42.1 | 19.5 | 34.5 | 17.1 | 40.4 | 9.0 | 28.5 | 6.1 | 19.6 | 17.4 | 14.5 | 5.2 | 13.9 | 29.4 | 4.1 |
Standard Deviation(%) | NA | 21.1 | 19.7 | 25.1 | 28.1 | 23.4 | 23.1 | 19.8 | 32.3 | 23.9 | 40.1 | 16.8 | 20.0 | 12.1 | 19.5 | 18.0 | 17.9 | 14.5 | 17.3 | 32.2 | 18.4 |
Treynor Ratio | NA | -0.11 | 0.05 | -0.08 | 0.03 | 0.06 | 0.09 | 0.15 | -0.29 | 0.03 | 0.33 | 0.26 | -0.11 | 0.2 | 0.09 | -0.01 | 0.06 | 0.45 | 0.15 | -0.03 | 0.94 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 |
Beta | NA | 1.12 | 1.04 | 1.0 | 1.02 | 1.03 | 1.02 | 0.99 | 0.97 | 1.11 | 1.03 | 1.03 | 1.01 | 1.11 | 1.08 | 1.08 | 1.09 | 0.97 | 0.94 | 0.97 | 1.09 |
RSquared | NA | 0.95 | 0.95 | 0.95 | 0.96 | 0.95 | 0.94 | 0.95 | 0.98 | 0.91 | 0.97 | 0.94 | 0.96 | 0.88 | 0.94 | 0.92 | 0.92 | 0.93 | 0.87 | 0.95 | 0.88 |
Yield(%) | N/A | 0.1 | 0.9 | 0.6 | 0.8 | 1.1 | N/A | 0.9 | 0.5 | 0.6 | 0.6 | 0.9 | 0.6 | 0.8 | 1.1 | 0.7 | 0.7 | 0.8 | 0.9 | 0.3 | 0.3 |
Dividend Growth(%) | N/A | -81.5 | 2.2 | 24.3 | 36.6 | N/A | N/A | 32.7 | -4.3 | 13.9 | -9.8 | 27.3 | 1.1 | -17.9 | 45.2 | 14.1 | 16.4 | -1.8 | 211.1 | 5.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2010
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