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VTCAX: VANGUARD TELECOMMUNICATION SERVICES INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 66.96 0.34(0.51%) March 27
Asset Class: | Communications |
MyPlanIQ Rating: | (61%) |
Start Date: | 01/25/2005 |
Last Dividend Date: | 09/27/2023 |
12-Mo. Yield | 0.95% |
Expenses | 0.10% |
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Performance Analytics (As of 03/26/2024)
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(%) | 0.0 | 11.6 | 40.7 | 1.4 | 10.2 | 6.6 | 10.0 | 7.3 | 44.7 | -38.8 | 13.8 | 29.0 | 28.0 | -16.5 | -5.6 | 22.5 | 2.7 | 4.1 | 24.3 | 16.5 | -2.1 | 19.7 | 29.6 | -38.9 | 5.4 | 36.6 | 5.0 |
Sharpe Ratio | NA | 3.35 | 2.29 | -0.08 | 0.36 | 0.28 | NA | 0.3 | 2.14 | -1.31 | 0.83 | 0.86 | 1.77 | -0.92 | -0.45 | 1.42 | 0.17 | 0.32 | 1.96 | 1.27 | -0.1 | 1.21 | 1.04 | -0.88 | 0.14 | 2.69 | 0.28 |
Draw Down(%) | NA | 3.3 | 10.2 | 46.7 | 46.7 | 46.7 | NA | 57.1 | 13.3 | 41.3 | 13.9 | 31.0 | 9.9 | 23.5 | 17.4 | 13.2 | 12.5 | 9.0 | 7.1 | 10.4 | 19.8 | 12.3 | 21.7 | 52.9 | 13.5 | 7.0 | 9.0 |
Standard Deviation(%) | NA | 17.4 | 17.1 | 22.9 | 24.2 | 20.4 | NA | 21.3 | 19.1 | 30.7 | 16.6 | 33.1 | 15.0 | 19.4 | 13.8 | 15.7 | 15.6 | 12.8 | 12.4 | 13.1 | 21.6 | 16.2 | 28.4 | 45.3 | 17.0 | 12.4 | 11.2 |
Treynor Ratio | NA | 0.47 | 0.32 | -0.02 | 0.09 | 0.06 | NA | 0.07 | 0.33 | -0.35 | 0.13 | 0.32 | 0.26 | -0.19 | -0.06 | 0.25 | 0.03 | 0.05 | 0.3 | 0.21 | -0.03 | 0.24 | 0.31 | -0.39 | 0.03 | 0.34 | 0.04 |
Alpha | NA | -0.01 | 0.0 | -0.04 | -0.02 | -0.02 | NA | -0.01 | 0.04 | -0.1 | -0.05 | 0.04 | -0.01 | -0.05 | -0.1 | 0.04 | 0.01 | -0.02 | 0.0 | 0.02 | -0.02 | 0.03 | 0.02 | 0.0 | 0.0 | 0.07 | -0.01 |
Beta | NA | 1.25 | 1.23 | 1.15 | 1.01 | 0.98 | NA | 0.96 | 1.23 | 1.15 | 1.05 | 0.9 | 1.03 | 0.94 | 0.96 | 0.89 | 0.85 | 0.8 | 0.8 | 0.78 | 0.85 | 0.81 | 0.94 | 1.03 | 0.96 | 0.97 | 0.84 |
RSquared | NA | 0.63 | 0.69 | 0.76 | 0.8 | 0.73 | NA | 0.76 | 0.71 | 0.82 | 0.68 | 0.89 | 0.73 | 0.68 | 0.22 | 0.55 | 0.71 | 0.5 | 0.52 | 0.58 | 0.85 | 0.81 | 0.8 | 0.86 | 0.82 | 0.62 | 0.59 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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