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VCDAX: VANGUARD CONSUMER DISCRETIONARY INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 172.47 2.75(1.62%) May 02
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 02/04/2004 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.71% |
| Expenses | 0.10% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/04/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | -11.3 | 10.2 | 7.6 | 15.7 | 11.8 | 14.1 | 11.3 | 10.8 | 24.4 | 40.4 | -35.2 | 24.9 | 48.2 | 27.5 | -2.3 | 22.8 | 6.6 | 6.3 | 9.4 | 43.6 | 24.7 | 3.7 | 30.6 | 46.4 | -38.0 | -11.6 | 16.5 | -4.8 | 15.3 |
| Sharpe Ratio | NA | -0.97 | 0.15 | 0.13 | 0.54 | 0.45 | NA | NA | 0.43 | 0.96 | 1.85 | -1.06 | 1.4 | 1.3 | 1.82 | -0.18 | 2.73 | 0.44 | 0.39 | 0.71 | 3.46 | 1.72 | 0.14 | 1.44 | 1.45 | -0.87 | -0.87 | 1.1 | -0.55 | 1.2 |
| Draw Down(%) | NA | 26.0 | 27.6 | 27.6 | 39.2 | 39.2 | NA | NA | 61.7 | 12.0 | 16.1 | 38.0 | 9.8 | 37.7 | 9.1 | 22.6 | 4.1 | 13.1 | 11.2 | 8.6 | 5.2 | 9.9 | 20.4 | 20.0 | 29.0 | 53.7 | 18.0 | 11.0 | 12.6 | 12.2 |
| Standard Deviation(%) | NA | 34.2 | 25.3 | 25.5 | 24.4 | 22.5 | NA | NA | 22.2 | 18.5 | 19.7 | 34.7 | 17.7 | 36.6 | 14.4 | 19.4 | 8.2 | 14.8 | 16.0 | 13.3 | 12.6 | 14.5 | 25.5 | 21.1 | 32.0 | 44.5 | 16.7 | 12.0 | 12.8 | 13.4 |
| Treynor Ratio | NA | -0.29 | 0.03 | 0.03 | 0.11 | 0.09 | NA | NA | 0.09 | 0.14 | 0.28 | -0.28 | 0.22 | 0.52 | 0.25 | -0.03 | 0.23 | 0.06 | 0.07 | 0.09 | 0.41 | 0.24 | 0.03 | 0.28 | 0.42 | -0.38 | -0.15 | 0.12 | -0.06 | 0.14 |
| Alpha | NA | -0.1 | -0.01 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.02 | -0.06 | -0.02 | 0.1 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.02 | 0.03 | 0.03 | 0.01 | 0.05 | 0.05 | 0.0 | -0.07 | 0.0 | -0.04 | 0.02 |
| Beta | NA | 1.16 | 1.19 | 1.25 | 1.23 | 1.08 | NA | NA | 1.06 | 1.25 | 1.31 | 1.32 | 1.14 | 0.92 | 1.06 | 1.06 | 0.97 | 1.03 | 0.96 | 1.05 | 1.06 | 1.04 | 1.05 | 1.11 | 1.1 | 1.02 | 0.98 | 1.06 | 1.11 | 1.11 |
| RSquared | NA | 0.89 | 0.82 | 0.82 | 0.81 | 0.79 | NA | NA | 0.84 | 0.73 | 0.75 | 0.85 | 0.71 | 0.77 | 0.85 | 0.86 | 0.62 | 0.84 | 0.87 | 0.81 | 0.86 | 0.84 | 0.93 | 0.89 | 0.88 | 0.89 | 0.88 | 0.79 | 0.8 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.9 | 1.7 | 2.0 | 3.5 | 3.2 | N/A | 0.9 | 1.2 | 0.6 | 1.0 | 2.5 | 1.5 | 1.3 | 1.5 | 1.7 | 1.4 | 1.3 | 1.2 | 1.9 | 1.4 | 1.3 | 1.3 | 1.5 | 0.6 | 0.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -13.5 | -27.5 | 42.2 | 251.7 | N/A | N/A | N/A | 9.6 | 19.1 | -20.9 | -42.6 | 111.7 | 8.0 | 9.6 | -8.6 | 26.4 | 13.8 | 54.5 | -20.2 | 36.7 | 38.5 | 39.0 | -42.3 | 97.5 | -17.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2004
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