VFWSX: VANGUARD FTSE ALL-WORLD EX-US INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 111.99 1.39(1.26%) April 22
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (62%) |
Start Date: | 03/15/2007 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 3.40% |
Expenses | 0.08% |
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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 | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 1.6 | 8.1 | 0.4 | 5.1 | 4.2 | 7.3 | 3.1 | 15.6 | -15.5 | 8.1 | 11.4 | 21.6 | -14.0 | 27.3 | 4.7 | -4.6 | -4.0 | 14.5 | 18.6 | -14.1 | 11.9 | 36.2 | -45.4 | 16.1 |
Sharpe Ratio | NA | -0.26 | 0.25 | -0.18 | 0.17 | 0.19 | NA | 0.11 | 0.93 | -0.83 | 0.63 | 0.38 | 1.91 | -1.11 | 3.71 | 0.26 | -0.3 | -0.37 | 1.16 | 1.15 | -0.53 | 0.56 | 1.21 | -1.05 | 0.91 |
Draw Down(%) | NA | 4.4 | 11.6 | 29.4 | 34.2 | 34.9 | NA | 62.6 | 11.6 | 28.3 | 7.1 | 34.2 | 8.0 | 22.4 | 2.0 | 12.0 | 18.4 | 12.9 | 11.1 | 16.1 | 26.7 | 18.2 | 27.8 | 56.2 | 12.9 |
Standard Deviation(%) | NA | 10.2 | 11.5 | 15.3 | 18.5 | 16.1 | NA | 20.8 | 12.3 | 20.4 | 12.8 | 29.6 | 10.6 | 13.7 | 7.2 | 17.1 | 15.6 | 10.9 | 12.5 | 16.3 | 26.6 | 21.1 | 29.9 | 44.2 | 19.4 |
Treynor Ratio | NA | -0.03 | 0.03 | -0.03 | 0.03 | 0.03 | NA | 0.02 | 0.12 | -0.18 | 0.08 | 0.12 | 0.21 | -0.15 | 0.28 | 0.05 | -0.05 | -0.04 | 0.15 | 0.19 | -0.15 | 0.12 | 0.35 | -0.44 | 0.17 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 |
Beta | NA | 0.95 | 0.94 | 0.93 | 0.95 | 0.96 | NA | 1.0 | 0.92 | 0.93 | 0.97 | 0.95 | 0.98 | 1.01 | 0.94 | 0.97 | 1.0 | 0.96 | 0.97 | 0.97 | 0.97 | 0.99 | 1.03 | 1.05 | 1.06 |
RSquared | NA | 0.95 | 0.96 | 0.96 | 0.97 | 0.97 | NA | 0.97 | 0.96 | 0.97 | 0.92 | 0.98 | 0.97 | 0.97 | 0.93 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.91 |
Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 2.5 | 3.2 | 2.1 | 3.7 | 2.7 | 3.3 | 3.1 | 2.8 | 3.3 | 3.0 | 3.3 | 2.9 | 2.4 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -88.5 | N/A | N/A | N/A | N/A | N/A | N/A | 18.8 | -16.8 | 61.6 | -30.2 | 11.2 | 2.4 | 11.2 | 2.0 | -22.3 | 21.6 | 0.7 | -2.6 | 32.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2007
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