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VCSAX: Vanguard Consumer Staples Index Adm (MUTUAL FUND)
Basic Info 89.59 0.09(0.10%) May 20
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 02/04/2004 |
| Last Dividend Date: | 03/23/2022 |
| 12-Mo. Yield | 2.39% |
| Expenses | 0.19% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -8.2 | -8.4 | 2.0 | 10.3 | 8.1 | 10.9 | 9.5 | 9.5 | 19.0 | 10.9 | 26.1 | -7.7 | 11.8 | 6.3 | 6.0 | 15.8 | 28.0 | 11.1 | 13.6 | 14.4 | 16.9 | -17.0 | 12.9 | 15.8 | 2.6 | 6.7 |
| SR | NA | -1.1 | 0.13 | 0.51 | 0.44 | 0.74 | NA | 0.6 | 1.71 | 0.38 | 2.34 | -0.64 | 1.49 | 0.52 | 0.44 | 1.64 | 2.51 | 1.2 | 0.9 | 1.18 | 0.97 | -0.65 | 0.84 | 1.5 | 0.05 | 0.65 |
| DD(%) | NA | 12.8 | 12.8 | 25.1 | 25.1 | 25.1 | NA | 34.3 | 4.9 | 25.1 | 4.9 | 15.3 | 7.0 | 8.7 | 10.0 | 7.4 | 6.5 | 6.1 | 11.3 | 9.2 | 20.4 | 26.2 | 5.3 | 3.7 | 4.3 | 8.3 |
| SD(%) | NA | 18.7 | 14.2 | 19.3 | 16.7 | 14.2 | NA | 14.5 | 11.1 | 28.0 | 10.5 | 14.2 | 7.5 | 11.7 | 13.7 | 9.7 | 11.1 | 9.3 | 15.2 | 12.1 | 17.3 | 27.6 | 11.7 | 8.4 | 9.3 | 9.9 |
| TR | NA | -0.41 | 0.04 | 0.15 | 0.11 | 0.16 | NA | 0.14 | 0.36 | 0.15 | 0.43 | -0.16 | 0.21 | 0.1 | 0.08 | 0.23 | 0.33 | 0.18 | 0.23 | 0.24 | 0.31 | -0.29 | 0.15 | 0.18 | 0.01 | 0.09 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | NA | 0.01 | 0.02 | -0.01 | 0.03 | -0.02 | 0.0 | 0.0 | 0.02 | 0.02 | 0.01 | 0.01 | 0.04 | 0.02 | 0.01 | 0.03 | 0.03 | 0.01 | -0.01 | 0.0 |
| Beta(%) | NA | 0.51 | 0.51 | 0.67 | 0.65 | 0.67 | NA | 0.64 | 0.53 | 0.73 | 0.58 | 0.56 | 0.54 | 0.64 | 0.79 | 0.68 | 0.84 | 0.6 | 0.6 | 0.6 | 0.54 | 0.63 | 0.68 | 0.68 | 0.79 | 0.69 |
| RS | NA | 0.43 | 0.4 | 0.69 | 0.63 | 0.64 | NA | 0.72 | 0.4 | 0.81 | 0.47 | 0.46 | 0.23 | 0.51 | 0.8 | 0.65 | 0.7 | 0.68 | 0.86 | 0.8 | 0.72 | 0.86 | 0.85 | 0.66 | 0.76 | 0.6 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2004
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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Top Rated Funds in Consumer Defensive
Best Mutual Funds
- FDFAX (Fidelity Select Consumer Staples) 0.20% (97%)
- FDAGX (Fidelity Advisor Consumer Staples A) 0.20% (68%)
- VCSAX (Vanguard Consumer Staples Index Adm) 0.10% (65%)
- RYCIX (Rydex Consumer Products Inv) 0.26% (62%)
- PGCMX (Putnam Global Consumer M) (55%)
- ICLCX (ICON Consumer Staples C) (45%)
Best ETFs
- XLP (Consumer Staples Select Sector SPDR ETF) 0.21% (96%)
- FXG (First Trust Cnsmr Staples AlphaDEX ETF) 0.32% (90%)
- IYK (iShares US Consumer Goods) 0.51% (86%)
- KXI (iShares Global Consumer Staples) 0.19% (85%)
- PBJ (PowerShares Dynamic Food & Beverage ETF) 0.35% (84%)
- PSL (PowerShares DWA Consumer Staples Mom ETF) 0.50% (83%)
- RHS (Guggenheim S&P 500 Eq Wt Cons Stapl ETF) 0.28% (81%)
- VDC (Vanguard Consumer Staples ETF) 0.04% (79%)
- IPS (SPDR S&P Intl Cnsmr Stapl Sect ETF) (37%)
- CROP (IQ Global Agribusiness Small Cap ETF) (29%)
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