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VITAX: VANGUARD INFORMATION TECHNOLOGY INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 345.32 1.16(0.33%) July 10
| Asset Class: | Technology |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 02/03/2004 |
| Last Dividend Date: | 06/26/2025 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.10% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 8.8 | 13.3 | 27.2 | 19.6 | 21.5 | 19.9 | 15.4 | 14.0 | 29.3 | 52.7 | -29.7 | 30.4 | 45.9 | 48.7 | 2.5 | 37.1 | 13.7 | 5.0 | 18.1 | 30.9 | 14.0 | 0.5 | 12.7 | 61.7 | -42.9 | 14.9 | 8.9 | 2.7 | -3.6 |
| Sharpe Ratio | NA | 0.42 | 0.36 | 0.97 | 0.7 | 0.81 | NA | NA | 0.55 | 1.17 | 2.63 | -0.92 | 1.52 | 1.13 | 2.61 | 0.05 | 3.28 | 0.81 | 0.28 | 1.28 | 2.45 | 0.86 | 0.02 | 0.62 | 2.2 | -1.07 | 0.67 | 0.35 | 0.03 | -0.25 |
| Draw Down(%) | NA | 27.3 | 27.4 | 27.4 | 35.1 | 35.1 | NA | NA | 54.8 | 15.3 | 12.9 | 34.5 | 10.8 | 31.7 | 10.6 | 23.7 | 5.2 | 13.0 | 14.0 | 8.8 | 5.4 | 13.4 | 19.6 | 17.2 | 20.0 | 51.5 | 11.5 | 18.1 | 13.7 | 21.2 |
| Standard Deviation(%) | NA | 35.6 | 30.4 | 25.6 | 25.8 | 24.8 | NA | NA | 23.1 | 21.8 | 18.9 | 34.0 | 20.0 | 40.2 | 18.1 | 23.4 | 11.2 | 16.6 | 17.9 | 14.1 | 12.6 | 16.4 | 25.1 | 20.2 | 28.0 | 40.7 | 17.8 | 15.7 | 13.3 | 19.8 |
| Treynor Ratio | NA | 0.15 | 0.11 | 0.25 | 0.18 | 0.2 | NA | NA | 0.13 | 0.26 | 0.5 | -0.31 | 0.3 | 0.45 | 0.47 | 0.01 | 0.37 | 0.14 | 0.05 | 0.18 | 0.31 | 0.14 | 0.0 | 0.13 | 0.62 | -0.44 | 0.12 | 0.06 | 0.0 | -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 | 0.0 | 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 | 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 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | 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 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.2 | 0.5 | 1.0 | 1.1 | 2.5 | 3.9 | 3.4 | N/A | 0.8 | 1.0 | 0.6 | 0.8 | 1.2 | 1.6 | 1.3 | 1.3 | 1.5 | 1.3 | 1.3 | 1.3 | 1.4 | 0.8 | 0.6 | 0.6 | 0.5 | 0.3 | 0.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -61.5 | -15.6 | 15.3 | 41.0 | 474.3 | N/A | N/A | N/A | 18.8 | 7.6 | -0.6 | 0.3 | 7.2 | 26.0 | 32.6 | 2.3 | 14.6 | 18.3 | 25.5 | 10.4 | 75.7 | 33.5 | 56.8 | -24.4 | 83.5 | 41.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2004
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