VT: Vanguard Total World Stock Index Fund ETF Shares (ETF)
Basic Info 110.58 0.18(0.16%) May 10
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (95%) |
Start Date: | 06/26/2008 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 2.45% |
Expenses | 0.07% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/26/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 7.9 | 21.6 | 5.0 | 10.7 | 8.7 | 10.3 | 7.5 | 22.0 | -18.0 | 18.3 | 16.6 | 26.8 | -9.8 | 24.5 | 8.5 | -1.9 | 3.7 | 22.9 | 17.1 | -7.5 | 13.1 | 32.7 | -33.1 |
Sharpe Ratio | NA | 1.8 | 1.54 | 0.16 | 0.45 | 0.44 | NA | 0.32 | 1.41 | -0.86 | 1.42 | 0.49 | 2.17 | -0.72 | 3.48 | 0.54 | -0.12 | 0.33 | 1.88 | 1.15 | -0.28 | 0.62 | 1.05 | -0.97 |
Draw Down(%) | NA | 5.0 | 11.2 | 26.4 | 34.2 | 34.2 | NA | 50.3 | 11.2 | 26.2 | 5.5 | 34.2 | 6.7 | 20.0 | 2.1 | 11.8 | 14.8 | 9.4 | 8.7 | 13.0 | 23.8 | 16.4 | 27.9 | 46.3 |
Standard Deviation(%) | NA | 11.0 | 11.5 | 16.5 | 20.3 | 17.2 | NA | 21.2 | 12.7 | 22.7 | 12.8 | 33.0 | 11.7 | 15.4 | 6.9 | 15.3 | 15.4 | 11.1 | 12.2 | 15.0 | 26.7 | 21.1 | 31.0 | 56.3 |
Treynor Ratio | NA | 0.21 | 0.19 | 0.03 | 0.09 | 0.07 | NA | 0.07 | 0.19 | -0.19 | 0.2 | 0.15 | 0.24 | -0.1 | 0.27 | 0.1 | -0.02 | 0.04 | 0.24 | 0.19 | -0.08 | 0.13 | 0.32 | -0.6 |
Alpha | NA | 0.03 | 0.03 | 0.02 | 0.02 | 0.02 | NA | 0.02 | 0.03 | 0.0 | 0.04 | 0.02 | 0.01 | 0.03 | 0.0 | 0.02 | 0.01 | 0.03 | 0.03 | 0.0 | 0.03 | 0.01 | -0.01 | 0.02 |
Beta | NA | 0.95 | 0.92 | 1.0 | 1.05 | 1.01 | NA | 0.98 | 0.95 | 1.05 | 0.91 | 1.1 | 1.06 | 1.06 | 0.87 | 0.87 | 0.95 | 0.95 | 0.95 | 0.91 | 1.0 | 0.97 | 1.01 | 0.91 |
RSquared | NA | 0.82 | 0.85 | 0.84 | 0.9 | 0.89 | NA | 0.89 | 0.83 | 0.87 | 0.79 | 0.94 | 0.9 | 0.88 | 0.82 | 0.9 | 0.89 | 0.86 | 0.91 | 0.94 | 0.96 | 0.95 | 0.91 | 0.84 |
Yield(%) | N/A | 0.4 | 2.4 | 2.0 | 2.6 | 2.8 | 4.4 | N/A | 2.5 | 1.8 | 2.1 | 1.9 | 2.9 | 2.2 | 2.5 | 2.6 | 2.4 | 2.5 | 2.4 | 2.6 | 2.1 | 2.1 | 1.9 | 0.4 |
Dividend Growth(%) | N/A | -80.5 | 18.1 | 21.7 | 27.3 | N/A | N/A | N/A | 13.2 | -2.6 | 27.5 | -18.6 | 13.3 | 6.4 | 6.8 | 3.5 | -3.4 | 20.7 | 6.1 | 11.8 | 10.9 | 39.4 | 230.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2008
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