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VCR: Vanguard Consumer Discretionary Index Fund ETF Shares (ETF)
Basic Info 294.49 1.44(0.49%) April 18
Asset Class: | Consumer Cyclical |
MyPlanIQ Rating: | (80%) |
Start Date: | 01/30/2004 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 0.81% |
Expenses | 0.10% |
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Performance Analytics (As of 04/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.9 | -3.1 | 18.4 | -1.3 | 11.7 | 12.5 | 16.7 | 10.6 | 10.6 | 40.4 | -35.2 | 24.9 | 48.3 | 27.9 | -2.3 | 22.8 | 6.7 | 6.3 | 8.2 | 43.7 | 24.6 | 3.6 | 30.6 | 46.5 | -37.9 | -11.8 | 16.5 | -4.1 | 14.4 |
Sharpe Ratio | NA | -0.17 | 1.27 | -0.08 | 0.43 | 0.56 | NA | NA | 0.45 | 1.85 | -1.06 | 1.41 | 1.34 | 1.84 | -0.19 | 2.77 | 0.44 | 0.39 | 0.62 | 3.49 | 1.7 | 0.14 | 1.44 | 1.48 | -0.9 | -0.91 | 1.1 | -0.5 | 1.15 |
Draw Down(%) | NA | 4.2 | 16.2 | 39.2 | 39.2 | 39.2 | NA | NA | 61.5 | 16.2 | 38.0 | 9.9 | 37.7 | 9.1 | 22.6 | 4.1 | 13.1 | 11.2 | 8.6 | 5.2 | 10.1 | 20.5 | 20.0 | 28.9 | 53.6 | 18.1 | 11.0 | 12.5 | 11.8 |
Standard Deviation(%) | NA | 15.9 | 17.6 | 24.9 | 26.1 | 21.2 | NA | NA | 21.7 | 19.7 | 34.6 | 17.6 | 35.7 | 14.4 | 19.5 | 8.1 | 14.7 | 16.1 | 13.2 | 12.5 | 14.5 | 25.0 | 21.1 | 31.3 | 43.0 | 16.3 | 12.0 | 12.6 | 12.9 |
Treynor Ratio | NA | -0.02 | 0.17 | -0.01 | 0.1 | 0.11 | NA | NA | 0.09 | 0.28 | -0.28 | 0.22 | 0.5 | 0.25 | -0.03 | 0.24 | 0.06 | 0.06 | 0.08 | 0.42 | 0.24 | 0.04 | 0.28 | 0.43 | -0.4 | -0.16 | 0.13 | -0.06 | 0.18 |
Alpha | NA | -0.12 | -0.02 | -0.04 | -0.01 | 0.0 | NA | NA | 0.0 | 0.02 | -0.06 | -0.02 | 0.09 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.02 | 0.03 | 0.03 | 0.01 | 0.05 | 0.05 | -0.01 | -0.07 | 0.0 | -0.03 | 0.03 |
Beta | NA | 1.21 | 1.3 | 1.28 | 1.1 | 1.07 | NA | NA | 1.04 | 1.3 | 1.31 | 1.13 | 0.96 | 1.06 | 1.06 | 0.94 | 1.02 | 0.96 | 1.02 | 1.05 | 1.04 | 1.03 | 1.1 | 1.08 | 0.98 | 0.94 | 1.04 | 0.97 | 0.84 |
RSquared | NA | 0.76 | 0.75 | 0.8 | 0.81 | 0.81 | NA | NA | 0.83 | 0.75 | 0.84 | 0.71 | 0.87 | 0.84 | 0.86 | 0.61 | 0.83 | 0.86 | 0.78 | 0.86 | 0.83 | 0.92 | 0.89 | 0.88 | 0.86 | 0.85 | 0.75 | 0.63 | 0.53 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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