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VONE: Vanguard Russell 1000 Index Fund ETF Shares (ETF)
Basic Info 227.35 1.91(0.85%) April 22
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (22%) |
Start Date: | 09/22/2010 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.99% |
Expenses | 0.08% |
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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 | Since 09/22/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 5.1 | 23.2 | 7.2 | 13.0 | 12.0 | 13.5 | 26.4 | -19.1 | 26.5 | 20.9 | 31.1 | -4.8 | 21.5 | 11.8 | 0.7 | 12.7 | 33.0 | 16.2 | 1.4 | 11.9 |
Sharpe Ratio | NA | 0.95 | 1.48 | 0.25 | 0.52 | 0.61 | 0.72 | 1.66 | -0.84 | 1.99 | 0.58 | 2.41 | -0.36 | 3.11 | 0.88 | 0.04 | 1.12 | 2.99 | 1.29 | 0.06 | 3.99 |
Draw Down(%) | NA | 5.4 | 10.3 | 25.1 | 34.7 | 34.7 | 34.7 | 10.3 | 25.1 | 5.2 | 34.7 | 6.7 | 19.7 | 2.5 | 10.9 | 12.0 | 7.5 | 5.8 | 9.9 | 19.7 | 3.7 |
Standard Deviation(%) | NA | 11.6 | 12.0 | 17.6 | 21.7 | 17.9 | 17.5 | 13.5 | 24.6 | 13.3 | 35.3 | 12.3 | 16.9 | 6.8 | 13.2 | 15.1 | 11.3 | 11.0 | 12.7 | 23.7 | 12.4 |
Treynor Ratio | NA | 0.11 | 0.18 | 0.04 | 0.11 | 0.11 | 0.13 | 0.23 | -0.21 | 0.27 | 0.2 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.13 | 0.34 | 0.18 | 0.01 | 0.53 |
Alpha | 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 | 0.01 | 0.01 | 0.0 | 0.01 |
Beta | NA | 0.99 | 1.01 | 1.0 | 1.01 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 1.02 | 0.98 | 0.98 | 0.99 | 1.0 | 0.97 | 0.97 | 0.97 | 0.92 | 0.98 | 0.94 |
RSquared | NA | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | 0.96 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 0.97 | 0.99 | 0.98 | 0.97 | 0.95 | 0.88 | 0.96 | 0.84 |
Yield(%) | N/A | 0.3 | 1.6 | 1.5 | 2.0 | 2.6 | N/A | 1.8 | 1.3 | 1.5 | 1.7 | 2.1 | 1.8 | 2.0 | 2.1 | 1.9 | 1.3 | 2.2 | 2.2 | 1.6 | 0.3 |
Dividend Growth(%) | N/A | -76.6 | 7.7 | 16.3 | 45.3 | N/A | N/A | 10.1 | 8.7 | 0.0 | 4.1 | 8.9 | 8.2 | 6.2 | 10.8 | 61.5 | -24.8 | 11.5 | 38.3 | 422.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2010
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