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VINAX: VANGUARD INDUSTRIALS INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 119.36 0.44(0.37%) April 18
Asset Class: | Industrials |
MyPlanIQ Rating: | (49%) |
Start Date: | 01/26/2005 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 0.90% |
Expenses | 0.10% |
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Performance Analytics (As of 04/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | 5.7 | 23.9 | 7.5 | 11.5 | 10.8 | 14.5 | 9.9 | 22.4 | -8.5 | 20.7 | 12.2 | 30.2 | -13.9 | 21.5 | 20.4 | -3.6 | 8.6 | 41.9 | 17.1 | -2.1 | 27.1 | 22.3 | -40.0 | 13.5 | 15.1 | 9.8 |
Sharpe Ratio | NA | 2.2 | 1.77 | 0.34 | 0.44 | 0.51 | NA | 0.4 | 1.18 | -0.43 | 1.26 | 0.3 | 1.85 | -0.82 | 2.2 | 1.32 | -0.23 | 0.61 | 3.17 | 1.1 | -0.08 | 1.2 | 0.65 | -0.98 | 0.63 | 0.92 | 0.7 |
Draw Down(%) | NA | 3.6 | 13.2 | 23.0 | 42.5 | 42.5 | NA | 63.4 | 13.2 | 22.5 | 7.8 | 42.5 | 8.2 | 24.5 | 4.2 | 10.2 | 14.1 | 11.6 | 5.7 | 12.0 | 27.7 | 18.6 | 38.3 | 52.3 | 11.1 | 13.3 | 7.7 |
Standard Deviation(%) | NA | 12.6 | 13.9 | 18.1 | 23.9 | 20.0 | NA | 22.0 | 15.5 | 23.1 | 16.4 | 40.0 | 15.5 | 18.7 | 9.5 | 15.2 | 15.9 | 14.0 | 13.2 | 15.6 | 28.6 | 22.5 | 34.0 | 41.7 | 16.8 | 12.9 | 12.0 |
Treynor Ratio | NA | 0.28 | 0.25 | 0.06 | 0.1 | 0.1 | NA | 0.09 | 0.18 | -0.1 | 0.21 | 0.12 | 0.29 | -0.15 | 0.21 | 0.2 | -0.04 | 0.09 | 0.42 | 0.17 | -0.02 | 0.27 | 0.22 | -0.41 | 0.11 | 0.12 | 0.08 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | 1.6 | 1.4 | 1.4 | 1.5 | 2.1 | 1.6 | 1.9 | 2.2 | 1.8 | 1.7 | 1.4 | 2.3 | 1.9 | 1.6 | 1.5 | 1.5 | 1.5 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | -79.2 | N/A | N/A | N/A | N/A | N/A | N/A | 9.2 | 21.6 | -4.1 | -9.0 | 13.7 | 0.0 | 5.4 | 11.0 | 16.3 | 59.3 | -28.9 | 20.6 | 43.2 | 29.4 | -39.3 | 12.0 | 31.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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