Find A Portfolio/Ticker
Comparison Box
VHT: Vanguard Health Care ETF (ETF)
Basic Info 248.34 1.38(0.56%) June 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 06/26/2025 |
| 12-Mo. Yield | 1.85% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | -1.4 | -5.4 | 2.9 | 7.1 | 7.2 | 12.8 | 9.7 | 9.2 | 2.7 | 2.5 | -5.6 | 20.6 | 18.3 | 21.9 | 5.6 | 23.3 | -3.2 | 7.1 | 24.2 | 42.7 | 19.0 | 10.7 | 5.6 | 21.8 | -23.3 | 7.9 | 6.5 | 8.2 | 0.7 |
| Sharpe Ratio | NA | -0.36 | -0.56 | -0.05 | 0.33 | 0.33 | NA | NA | 0.47 | -0.09 | -0.1 | -0.35 | 1.68 | 0.57 | 1.46 | 0.24 | 2.51 | -0.21 | 0.38 | 1.66 | 3.5 | 1.69 | 0.52 | 0.36 | 1.09 | -0.79 | 0.39 | 0.3 | 0.58 | -0.02 |
| Draw Down(%) | NA | 13.3 | 16.9 | 16.9 | 17.7 | 28.9 | NA | NA | 39.1 | 12.3 | 10.7 | 17.4 | 8.0 | 28.9 | 7.6 | 17.0 | 4.1 | 13.8 | 17.3 | 8.4 | 4.9 | 7.1 | 18.3 | 13.8 | 20.2 | 37.4 | 7.6 | 9.7 | 7.6 | 13.8 |
| Standard Deviation(%) | NA | 19.7 | 16.3 | 14.4 | 15.1 | 17.5 | NA | NA | 17.0 | 11.3 | 11.8 | 20.0 | 12.2 | 31.3 | 14.0 | 17.8 | 9.0 | 16.0 | 18.5 | 14.5 | 12.2 | 11.3 | 20.4 | 15.1 | 19.9 | 30.7 | 12.1 | 10.3 | 10.2 | 13.2 |
| Treynor Ratio | NA | -0.13 | -0.17 | -0.01 | 0.08 | 0.08 | NA | NA | 0.11 | -0.02 | -0.02 | -0.1 | 0.3 | 0.22 | 0.22 | 0.04 | 0.25 | -0.04 | 0.07 | 0.22 | 0.44 | 0.25 | 0.13 | 0.07 | 0.39 | -0.36 | 0.07 | 0.04 | 0.08 | 0.0 |
| Alpha | NA | -0.05 | -0.06 | -0.03 | -0.01 | -0.01 | NA | NA | 0.01 | -0.04 | -0.05 | 0.04 | 0.01 | 0.01 | -0.02 | 0.04 | 0.01 | -0.05 | 0.03 | 0.03 | 0.03 | 0.02 | 0.03 | -0.02 | 0.02 | 0.01 | 0.01 | -0.02 | 0.01 | -0.03 |
| Beta | NA | 0.54 | 0.53 | 0.59 | 0.64 | 0.77 | NA | NA | 0.74 | 0.5 | 0.62 | 0.69 | 0.68 | 0.81 | 0.91 | 0.96 | 0.89 | 0.96 | 1.02 | 1.08 | 0.96 | 0.78 | 0.83 | 0.74 | 0.56 | 0.68 | 0.69 | 0.79 | 0.77 | 0.88 |
| RSquared | NA | 0.47 | 0.43 | 0.51 | 0.57 | 0.67 | NA | NA | 0.7 | 0.33 | 0.48 | 0.74 | 0.56 | 0.8 | 0.66 | 0.86 | 0.43 | 0.63 | 0.73 | 0.73 | 0.76 | 0.79 | 0.91 | 0.79 | 0.58 | 0.82 | 0.8 | 0.61 | 0.59 | 0.55 |
| Yield(%) | N/A | 0.7 | 1.5 | 1.6 | 1.8 | 2.1 | 4.5 | 3.6 | N/A | 1.5 | 1.4 | 1.2 | 1.4 | 1.4 | 2.3 | 1.4 | 1.6 | 1.4 | 1.3 | 0.0 | 1.6 | 1.9 | 1.8 | 1.8 | 3.2 | 1.3 | 1.4 | 1.1 | 0.8 | 0.3 |
| Dividend Growth(%) | N/A | -50.9 | 12.1 | 27.6 | 36.0 | 250.9 | N/A | N/A | N/A | 13.6 | 3.4 | 8.2 | 12.2 | -25.0 | 62.9 | 9.8 | 9.7 | 13.9 | N/A | -100.0 | -5.2 | 14.2 | 7.2 | -34.2 | 97.2 | -8.0 | 33.3 | 58.9 | 191.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) 0.25% (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) 0.16% (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) 0.20% (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) 0.04% (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) 0.33% (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) 0.34% (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) 0.56% (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) 0.46% (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) 0.0% (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) 0.45% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) 0.48% (100%)
- XLG (Invesco S&P 500 Top 50 ETF) 0.46% (100%)
- IWB (iShares Russell 1000 ETF) 0.62% (97%)
- IYY (iShares Dow Jones U.S. ETF) 0.57% (96%)
- VTI (Vanguard Total Stock Market ETF) 0.20% (96%)
- IWV (iShares Russell 3000 ETF) 0.51% (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) 0.47% (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) 0.52% (94%)
- DSI (iShares MSCI KLD 400 Social ETF) 0.41% (93%)
- EPS (WisdomTree U.S. LargeCap Fund) 0.38% (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) 1.07% (95%)
- CLM (Cornerstone Strategic Value Fund Inc) 1.75% (95%)
- CRF (Cornerstone Strategic Return Fund) 1.97% (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) 0.28% (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) 0.13% (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) 0.10% (94%)
- GAB (Gabelli Equity Trust Closed Fund) 0.69% (94%)
- GGT (Gabelli MultiMedia Mutual Fund) 0.24% (94%)
- USA (Liberty All Star Equity Closed Fund) 0.59% (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to VHT
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
