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VTHR: Vanguard Russell 3000 ETF (ETF)
Basic Info 228.75 1.36(0.60%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (21%) |
Start Date: | 09/22/2010 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.05% |
Expenses | 0.10% |
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Performance Analytics (As of 03/15/2024)
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(%) | 0.5 | 7.5 | 31.0 | 8.7 | 13.8 | 12.1 | 13.5 | 25.9 | -19.2 | 25.5 | 20.9 | 30.8 | -5.6 | 21.0 | 12.4 | 0.2 | 12.3 | 33.8 | 15.7 | 1.1 | 12.8 |
Sharpe Ratio | NA | 2.88 | 2.35 | 0.36 | 0.58 | 0.63 | 0.75 | 1.61 | -0.84 | 1.88 | 0.63 | 2.36 | -0.42 | 2.96 | 0.94 | 0.01 | 1.14 | 3.04 | 1.17 | 0.05 | 4.47 |
Draw Down(%) | NA | 2.0 | 10.8 | 25.1 | 34.6 | 34.6 | 34.6 | 10.8 | 25.1 | 5.2 | 34.6 | 6.9 | 20.2 | 2.6 | 11.4 | 11.9 | 7.3 | 5.4 | 10.2 | 20.3 | 3.7 |
Standard Deviation(%) | NA | 11.8 | 12.4 | 17.7 | 20.9 | 17.4 | 17.1 | 13.6 | 24.7 | 13.5 | 32.5 | 12.5 | 16.7 | 6.9 | 13.0 | 14.8 | 10.8 | 11.1 | 13.5 | 23.1 | 12.1 |
Treynor Ratio | NA | 0.34 | 0.29 | 0.06 | 0.13 | 0.12 | 0.14 | 0.22 | -0.21 | 0.26 | 0.22 | 0.3 | -0.07 | 0.21 | 0.13 | 0.0 | 0.15 | 0.39 | 0.19 | 0.01 | 0.63 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.03 |
Beta | NA | 1.01 | 0.99 | 0.99 | 0.95 | 0.94 | 0.93 | 1.0 | 0.99 | 0.99 | 0.92 | 0.98 | 0.94 | 0.98 | 0.94 | 0.89 | 0.81 | 0.87 | 0.83 | 0.94 | 0.87 |
RSquared | NA | 0.98 | 0.94 | 0.97 | 0.97 | 0.94 | 0.92 | 0.95 | 0.99 | 0.95 | 0.96 | 0.97 | 0.92 | 0.9 | 0.91 | 0.88 | 0.75 | 0.76 | 0.63 | 0.92 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2010
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