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VHT: Vanguard Health Care Index Fund ETF Shares (ETF)
Basic Info 254.53 1.2(0.47%) April 22
Asset Class: | Health |
MyPlanIQ Rating: | (80%) |
Start Date: | 01/30/2004 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.03% |
Expenses | 0.10% |
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Performance Analytics (As of 04/19/2024)
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(%) | 0.4 | 1.8 | 5.1 | 3.7 | 11.1 | 10.9 | 14.5 | 9.8 | 9.8 | 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 | 0.09 | 0.03 | 0.1 | 0.49 | 0.56 | NA | NA | 0.51 | -0.15 | -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 | 0.41 | 0.32 | 0.59 | -0.01 |
Draw Down(%) | NA | 6.5 | 10.7 | 17.7 | 28.9 | 28.9 | NA | NA | 39.1 | 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 | 10.5 | 10.9 | 14.8 | 19.0 | 17.4 | NA | NA | 17.1 | 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 | 0.01 | 0.0 | 0.01 | 0.09 | 0.1 | NA | NA | 0.08 | -0.02 | -0.07 | 0.2 | 0.16 | 0.21 | 0.04 | 0.29 | -0.04 | 0.07 | 0.22 | 0.38 | 0.17 | 0.1 | 0.05 | 0.21 | -0.23 | 0.05 | 0.03 | 0.06 | 0.0 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.0 | -0.01 | -0.02 | 0.02 | 0.02 | 0.0 | 0.02 | 0.04 | 0.02 | -0.02 | -0.02 | -0.02 | 0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.02 | -0.03 | -0.02 |
Beta | NA | 0.9 | 0.9 | 0.96 | 1.03 | 1.03 | NA | NA | 1.05 | 0.94 | 0.97 | 1.0 | 1.1 | 0.99 | 1.08 | 0.79 | 0.97 | 1.07 | 1.08 | 1.11 | 1.1 | 1.12 | 1.14 | 1.04 | 1.04 | 1.04 | 1.0 | 1.07 | 1.13 |
RSquared | NA | 0.9 | 0.88 | 0.91 | 0.93 | 0.93 | NA | NA | 0.92 | 0.87 | 0.95 | 0.85 | 0.96 | 0.91 | 0.91 | 0.75 | 0.95 | 0.95 | 0.92 | 0.91 | 0.93 | 0.97 | 0.93 | 0.92 | 0.94 | 0.87 | 0.8 | 0.8 | 0.76 |
Yield(%) | N/A | 0.3 | 1.4 | 1.4 | 2.0 | 2.3 | 4.9 | 3.2 | N/A | 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 | 1.2 | 1.4 | 1.1 | 0.8 | 0.3 |
Dividend Growth(%) | N/A | -76.0 | 4.2 | 12.7 | 78.6 | 187.4 | N/A | N/A | N/A | 3.6 | 7.9 | 12.5 | -25.1 | 62.3 | 9.9 | 9.7 | 14.2 | N/A | -100.0 | -5.0 | 14.3 | 7.1 | -34.2 | 98.7 | -8.5 | 32.3 | 59.0 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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