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VGT: Vanguard Information Technology Index Fund ETF Shares (ETF)
Basic Info 479.9 13.07(2.65%) April 19
Asset Class: | Technology |
MyPlanIQ Rating: | (80%) |
Start Date: | 01/30/2004 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 0.60% |
Expenses | 0.10% |
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Performance Analytics (As of 04/18/2024)
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(%) | -6.8 | -0.6 | 26.6 | 8.7 | 19.1 | 19.4 | 19.4 | 13.4 | 12.9 | 52.7 | -29.7 | 30.5 | 46.0 | 48.6 | 2.5 | 37.1 | 13.8 | 5.0 | 16.7 | 31.0 | 14.0 | 0.6 | 12.8 | 61.9 | -42.8 | 14.8 | 8.9 | 3.0 | -2.9 |
Sharpe Ratio | NA | 1.14 | 1.94 | 0.37 | 0.7 | 0.85 | NA | NA | 0.55 | 2.6 | -0.92 | 1.54 | 1.15 | 2.62 | 0.05 | 3.29 | 0.82 | 0.28 | 1.22 | 2.48 | 0.86 | 0.02 | 0.63 | 2.31 | -1.12 | 0.68 | 0.36 | 0.06 | -0.21 |
Draw Down(%) | NA | 4.5 | 12.9 | 35.1 | 35.1 | 35.1 | NA | NA | 54.6 | 12.9 | 34.5 | 10.8 | 31.8 | 10.7 | 23.7 | 5.2 | 13.0 | 14.0 | 8.8 | 5.4 | 13.4 | 19.6 | 17.2 | 19.6 | 51.3 | 11.3 | 18.1 | 13.7 | 21.0 |
Standard Deviation(%) | NA | 19.0 | 17.9 | 24.7 | 27.6 | 23.0 | NA | NA | 22.4 | 18.8 | 33.9 | 19.8 | 39.7 | 18.0 | 23.4 | 11.1 | 16.6 | 17.8 | 13.7 | 12.5 | 16.2 | 25.0 | 20.2 | 26.8 | 38.8 | 17.5 | 15.6 | 12.8 | 19.3 |
Treynor Ratio | NA | 0.22 | 0.35 | 0.09 | 0.2 | 0.2 | NA | NA | 0.13 | 0.49 | -0.31 | 0.31 | 0.47 | 0.47 | 0.01 | 0.37 | 0.14 | 0.05 | 0.17 | 0.31 | 0.14 | 0.01 | 0.13 | 0.65 | -0.46 | 0.12 | 0.06 | 0.01 | -0.05 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | NA | NA | 0.97 | 1.0 | 1.0 | 0.99 | 0.98 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 | 1.0 | 0.95 | 0.95 | 0.97 | 0.99 | 0.91 | 0.76 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.98 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.98 | 0.97 | 0.98 | 0.89 | 0.6 |
Yield(%) | N/A | 0.3 | 0.9 | 0.8 | 1.4 | 2.5 | 4.5 | 2.9 | N/A | 1.0 | 0.6 | 0.8 | 1.2 | 1.6 | 1.3 | 1.3 | 1.5 | 1.3 | 0.0 | 1.3 | 1.3 | 0.8 | 0.6 | 0.7 | 0.6 | 0.3 | 0.3 | 0.2 | 1.2 |
Dividend Growth(%) | N/A | -59.6 | 20.3 | 19.3 | 107.2 | 437.1 | N/A | N/A | N/A | 7.2 | -0.7 | 0.7 | 7.0 | 25.9 | 32.5 | 2.5 | 15.2 | N/A | -100.0 | 13.3 | 72.9 | 33.3 | 44.0 | -24.2 | 83.3 | 28.6 | 55.6 | -85.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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