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VYM: Vanguard High Dividend Yield Index Fund ETF Shares (ETF)
Basic Info 117.6 0.34(0.29%) April 25
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (94%) |
Start Date: | 11/16/2006 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 3.01% |
Expenses | 0.08% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/16/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.3 | 5.9 | 14.4 | 7.7 | 9.4 | 9.7 | 13.0 | 8.3 | 6.6 | -0.4 | 26.2 | 1.1 | 24.1 | -5.9 | 16.4 | 17.0 | 0.3 | 13.5 | 30.1 | 12.7 | 10.6 | 14.2 | 17.2 | -31.9 | 1.4 | 2.8 |
Sharpe Ratio | NA | 1.24 | 0.66 | 0.35 | 0.38 | 0.52 | NA | 0.39 | 0.19 | -0.1 | 2.07 | 0.03 | 2.04 | -0.48 | 2.55 | 1.39 | 0.02 | 1.32 | 2.91 | 1.19 | 0.55 | 0.88 | 0.59 | -0.86 | -0.11 | 3.2 |
Draw Down(%) | NA | 5.2 | 9.9 | 15.8 | 35.2 | 35.2 | NA | 57.0 | 9.9 | 15.8 | 4.9 | 35.2 | 6.3 | 16.2 | 3.1 | 7.9 | 13.0 | 6.7 | 5.0 | 7.2 | 15.1 | 13.9 | 33.3 | 42.8 | 10.5 | 1.3 |
Standard Deviation(%) | NA | 9.5 | 10.9 | 14.3 | 19.7 | 16.4 | NA | 18.7 | 12.2 | 18.4 | 12.7 | 34.4 | 11.1 | 15.0 | 6.2 | 12.1 | 15.0 | 10.2 | 10.3 | 10.7 | 19.2 | 16.1 | 29.1 | 38.1 | 14.5 | 7.5 |
Treynor Ratio | NA | 0.12 | 0.07 | 0.05 | 0.08 | 0.09 | NA | 0.08 | 0.02 | -0.02 | 0.27 | 0.01 | 0.24 | -0.08 | 0.19 | 0.19 | 0.0 | 0.15 | 0.33 | 0.15 | 0.13 | 0.16 | 0.19 | -0.39 | -0.02 | 0.25 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.04 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 |
Beta | NA | 1.01 | 1.03 | 0.99 | 0.97 | 0.96 | NA | 0.89 | 1.0 | 0.97 | 0.98 | 0.96 | 0.96 | 0.94 | 0.85 | 0.89 | 0.96 | 0.92 | 0.91 | 0.83 | 0.79 | 0.87 | 0.92 | 0.83 | 0.84 | 0.98 |
RSquared | NA | 0.96 | 0.97 | 0.99 | 0.99 | 0.98 | NA | 0.96 | 0.96 | 0.99 | 0.98 | 0.99 | 0.98 | 0.97 | 0.93 | 0.97 | 0.98 | 0.96 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 | 0.91 | 0.96 | 0.88 |
Yield(%) | N/A | 0.6 | 3.2 | 3.2 | 3.6 | 4.3 | 7.7 | N/A | 3.2 | 2.9 | 3.4 | 3.1 | 3.6 | 3.1 | 3.2 | 3.4 | 3.1 | 3.1 | 3.5 | 3.5 | 3.2 | 2.8 | 3.4 | 2.9 | 2.6 | 0.4 |
Dividend Growth(%) | N/A | -81.0 | 3.3 | 16.3 | 34.7 | N/A | N/A | N/A | 7.1 | 4.8 | 6.5 | 2.5 | 7.2 | 10.4 | 8.6 | 2.8 | 12.6 | 9.1 | 10.1 | 18.7 | 22.9 | -6.8 | -18.8 | 5.1 | 661.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2006
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