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VIS: Vanguard Industrials Index Fund ETF Shares (ETF)
Basic Info 235.54 1.63(0.69%) April 24
Asset Class: | ROOT |
MyPlanIQ Rating: | (54%) |
Start Date: | 09/29/2004 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.28% |
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 | Since 09/29/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 7.1 | 25.9 | 8.3 | 11.7 | 10.6 | 14.4 | 10.1 | 22.5 | -8.6 | 20.8 | 12.3 | 31.4 | -13.4 | 21.5 | 20.4 | -3.5 | 6.8 | 41.9 | 17.1 | -2.3 | 27.3 | 22.1 | -39.8 | 13.2 | 15.2 | 5.5 | 12.2 |
Sharpe Ratio | NA | 1.3 | 1.43 | 0.3 | 0.42 | 0.48 | NA | 0.41 | 1.17 | -0.43 | 1.28 | 0.3 | 1.92 | -0.78 | 2.21 | 1.33 | -0.22 | 0.49 | 3.19 | 1.11 | -0.08 | 1.22 | 0.66 | -0.99 | 0.61 | 0.91 | 0.29 | 5.37 |
Draw Down(%) | NA | 4.9 | 13.3 | 23.0 | 42.4 | 42.4 | NA | 63.5 | 13.3 | 22.4 | 7.8 | 42.4 | 8.2 | 24.4 | 4.1 | 10.3 | 14.1 | 11.6 | 5.7 | 12.1 | 27.9 | 18.7 | 38.3 | 52.3 | 10.9 | 13.4 | 7.5 | 3.5 |
Standard Deviation(%) | NA | 12.4 | 14.1 | 18.1 | 23.8 | 19.9 | NA | 21.6 | 15.7 | 23.0 | 16.3 | 39.8 | 15.6 | 18.8 | 9.5 | 15.2 | 15.8 | 13.7 | 13.1 | 15.5 | 28.5 | 22.4 | 33.4 | 41.0 | 16.8 | 13.1 | 11.3 | 10.3 |
Treynor Ratio | NA | 0.18 | 0.21 | 0.06 | 0.1 | 0.09 | NA | 0.09 | 0.19 | -0.11 | 0.21 | 0.11 | 0.27 | -0.15 | 0.18 | 0.19 | -0.04 | 0.06 | 0.38 | 0.15 | -0.02 | 0.23 | 0.19 | -0.42 | 0.11 | 0.1 | 0.04 | 0.77 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | -0.01 | NA | 0.0 | -0.01 | 0.03 | -0.02 | -0.02 | -0.01 | -0.04 | -0.01 | 0.03 | -0.02 | -0.03 | 0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.02 | 0.03 | -0.01 | 0.0 | 0.08 |
Beta | NA | 0.89 | 0.98 | 0.93 | 1.0 | 1.01 | NA | 1.04 | 0.99 | 0.89 | 1.01 | 1.06 | 1.11 | 1.0 | 1.18 | 1.06 | 0.97 | 1.1 | 1.1 | 1.14 | 1.19 | 1.19 | 1.16 | 0.96 | 0.98 | 1.15 | 0.88 | 0.71 |
RSquared | NA | 0.68 | 0.67 | 0.78 | 0.81 | 0.81 | NA | 0.86 | 0.69 | 0.87 | 0.66 | 0.84 | 0.79 | 0.84 | 0.69 | 0.84 | 0.9 | 0.83 | 0.86 | 0.88 | 0.96 | 0.93 | 0.89 | 0.92 | 0.87 | 0.77 | 0.65 | 0.51 |
Yield(%) | N/A | 0.3 | 1.6 | 1.4 | 1.9 | 2.4 | 5.0 | N/A | 1.6 | 1.4 | 1.4 | 1.5 | 3.3 | 2.2 | 1.9 | 2.2 | 1.8 | 0.0 | 1.5 | 2.4 | 1.9 | 1.6 | 1.6 | 1.5 | 1.5 | 1.3 | 0.8 | 0.7 |
Dividend Growth(%) | N/A | -79.3 | 7.9 | -15.1 | 39.0 | N/A | N/A | N/A | 7.9 | 23.6 | -4.3 | -41.7 | 25.2 | 41.2 | 5.6 | 9.6 | N/A | -100.0 | -28.9 | 22.1 | 43.5 | 18.1 | -35.1 | 13.3 | 32.4 | 64.4 | 40.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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