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VTWSX: VANGUARD TOTAL WORLD STOCK INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2008 |
| Last Dividend Date: | 09/23/2019 |
| 12-Mo. Yield | 2.42% |
| Expenses | 0.17% |
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Performance Analytics (As of 11/11/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/30/2008 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 12.2 | 12.0 | 7.5 | 8.5 | 6.3 | 21.5 | -9.7 | 24.1 | 8.7 | -2.0 | 3.9 | 22.8 | 17.1 | -7.9 | 13.1 | 33.3 | -33.2 |
| Sharpe Ratio | NA | 0.79 | 0.95 | 0.53 | 0.54 | 0.3 | 2.01 | -0.75 | 3.6 | 0.58 | -0.14 | 0.36 | 2.01 | 1.21 | -0.32 | 0.67 | 1.18 | -1.03 |
| Draw Down(%) | NA | 12.7 | 19.9 | 19.9 | 23.5 | 49.9 | 6.6 | 19.9 | 1.9 | 11.6 | 14.7 | 9.4 | 8.6 | 13.0 | 23.5 | 15.9 | 27.2 | 46.0 |
| Standard Deviation(%) | NA | 13.5 | 11.4 | 12.9 | 15.1 | 19.9 | 11.9 | 14.8 | 6.5 | 14.5 | 14.7 | 10.7 | 11.3 | 14.3 | 24.8 | 19.5 | 28.1 | 53.8 |
| Treynor Ratio | NA | 0.1 | 0.11 | 0.07 | 0.09 | 0.06 | 0.23 | -0.11 | 0.28 | 0.1 | -0.02 | 0.04 | 0.25 | 0.2 | -0.08 | 0.14 | 0.35 | -0.6 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.0 | 0.02 | 0.01 | 0.03 | 0.03 | 0.0 | 0.03 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 1.08 | 0.99 | 0.92 | 0.92 | 0.93 | 1.04 | 1.03 | 0.84 | 0.83 | 0.92 | 0.93 | 0.9 | 0.87 | 0.94 | 0.91 | 0.95 | 0.93 |
| RSquared | NA | 0.89 | 0.88 | 0.9 | 0.94 | 0.96 | 0.91 | 0.89 | 0.84 | 0.93 | 0.92 | 0.88 | 0.94 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 |
| Yield(%) | N/A | 2.4 | 2.7 | 2.4 | 3.0 | N/A | 1.9 | 2.1 | 2.4 | 2.5 | 2.3 | 2.4 | 2.3 | 2.4 | 1.9 | 2.2 | 1.8 | 0.4 |
| Dividend Growth(%) | N/A | 5.7 | 17.0 | 29.4 | N/A | N/A | -24.1 | 6.4 | 7.8 | 3.5 | -4.2 | 21.4 | 8.5 | 16.3 | -2.6 | 57.1 | 222.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
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