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VFWPX: VANGUARD FTSE ALL-WORLD EX-US INDEX FUND INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info 140.14 0.02(0.01%) July 01
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (4%) |
Start Date: | 12/14/2010 |
Last Dividend Date: | 03/21/2025 |
12-Mo. Yield | 2.36% |
Expenses | 0.08% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/14/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 17.4 | 17.3 | 13.1 | 10.1 | 5.9 | 5.4 | 5.5 | 15.6 | -15.5 | 8.1 | 11.4 | 21.6 | -13.9 | 27.3 | 4.2 | -4.6 | -4.0 | 14.5 | 18.6 | -14.1 | -1.0 |
Sharpe Ratio | NA | 1.98 | 0.87 | 0.65 | 0.55 | 0.28 | 0.26 | -0.09 | 0.94 | -0.83 | 0.63 | 0.38 | 1.91 | -1.12 | 3.71 | 0.23 | -0.3 | -0.37 | 1.17 | 1.15 | -0.53 | -1.73 |
Draw Down(%) | NA | 13.3 | 13.3 | 15.9 | 29.4 | 34.9 | 34.9 | 8.5 | 11.6 | 28.3 | 7.1 | 34.2 | 8.0 | 22.4 | 2.0 | 12.0 | 18.3 | 12.9 | 11.1 | 16.1 | 26.7 | 2.6 |
Standard Deviation(%) | NA | 18.1 | 15.9 | 14.8 | 15.1 | 16.5 | 16.7 | 12.1 | 12.3 | 20.4 | 12.8 | 29.6 | 10.6 | 13.7 | 7.2 | 17.1 | 15.6 | 10.9 | 12.4 | 16.3 | 26.6 | 10.7 |
Treynor Ratio | NA | 0.37 | 0.14 | 0.1 | 0.09 | 0.05 | 0.05 | -0.01 | 0.12 | -0.18 | 0.08 | 0.15 | 0.21 | -0.15 | 0.28 | 0.04 | -0.05 | -0.04 | 0.15 | 0.19 | -0.15 | -0.34 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.03 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | -0.11 |
Beta | NA | 0.96 | 0.97 | 0.93 | 0.94 | 0.91 | 0.93 | 0.96 | 0.92 | 0.93 | 0.97 | 0.76 | 0.98 | 1.01 | 0.94 | 0.97 | 1.0 | 0.96 | 0.97 | 0.97 | 0.97 | 0.55 |
RSquared | NA | 0.96 | 0.96 | 0.96 | 0.95 | 0.81 | 0.86 | 0.95 | 0.96 | 0.97 | 0.92 | 0.49 | 0.97 | 0.97 | 0.93 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.99 | 0.25 |
Yield(%) | N/A | 0.3 | 2.4 | 3.2 | 3.4 | 3.0 | N/A | 3.4 | 3.7 | 2.6 | 3.2 | 2.2 | 3.7 | 2.7 | 3.3 | 2.5 | 2.8 | 3.4 | 3.0 | 3.4 | 2.9 | 0.0 |
Dividend Growth(%) | N/A | -89.7 | -24.1 | 3.2 | 22.8 | N/A | N/A | -0.0 | 19.1 | -17.0 | 61.0 | -29.9 | 11.4 | 2.1 | 38.2 | -18.0 | -22.2 | 21.7 | 0.6 | -3.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/14/2010
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