Find A Portfolio/Ticker
Comparison Box
VTWAX: Vanguard Total World Stock Index Fund (MUTUAL FUND)
Basic Info 39.62 0.01(0.03%) May 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (29%) |
Start Date: | 02/07/2019 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 2.45% |
Expenses | 0.07% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 02/07/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 9.2 | 24.2 | 5.3 | 11.4 | 11.4 | 21.9 | -18.0 | 18.2 | 16.7 | 17.5 |
Sharpe Ratio | NA | 1.97 | 1.85 | 0.18 | 0.49 | 0.5 | 1.44 | -0.87 | 1.41 | 0.51 | 1.71 |
Draw Down(%) | NA | 5.1 | 11.0 | 26.4 | 34.2 | 34.2 | 11.0 | 26.2 | 5.5 | 34.2 | 6.6 |
Standard Deviation(%) | NA | 10.6 | 11.2 | 16.1 | 19.8 | 19.4 | 12.3 | 22.3 | 12.9 | 32.0 | 10.8 |
Treynor Ratio | NA | 0.24 | 0.23 | 0.03 | 0.11 | 0.11 | 0.2 | -0.22 | 0.21 | 0.18 | 0.21 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 |
Beta | NA | 0.88 | 0.92 | 0.88 | 0.89 | 0.89 | 0.88 | 0.88 | 0.88 | 0.9 | 0.87 |
RSquared | NA | 0.95 | 0.95 | 0.94 | 0.96 | 0.96 | 0.94 | 0.96 | 0.89 | 0.98 | 0.95 |
Yield(%) | N/A | 0.4 | 2.4 | 2.0 | 2.6 | N/A | 2.5 | 1.7 | 2.1 | 1.9 | 2.6 |
Dividend Growth(%) | N/A | -80.4 | 18.5 | N/A | N/A | N/A | 13.1 | -2.9 | 26.7 | -17.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2019
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |