Sun Communities, Inc.(SUI) - ETFs Holding

Last updated 2024-11-05

ETF List

ETF Ticker	ETF Name	Ratio	Five-Year Annualized Return	Five-Year Sharpe Ratio	Five-Year Maximum Drawdown
VNQ	Vanguard Real Estate Index Fund	0.93%	4.3%	0.11	-42.4%
VXF	Vanguard Extended Market Index Fund	0.22%	10.3%	0.33	-41.7%
VO	Vanguard Mid Cap Index Fund	0.2%	10.7%	0.36	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.14%	10.6%	0.35	-40.6%
VUG	Vanguard Growth Index Fund	0.08%	18.4%	0.62	-35.6%
IWD	iShares Russell 1000 Value ETF	0.06%	9.5%	0.32	-38.5%
VV	Vanguard Large Cap Index Fund	0.04%	15%	0.55	-34.3%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.3%	0.52	-35%
IWB	iShares Russell 1000 ETF	0.03%	14.6%	0.53	-34.6%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.3%	0.52	-35.2%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	14.8%	0.54	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.3%	0.52	-35%
VT	Vanguard Total World Stock Index Fund	0.02%	10.8%	0.38	-34.2%

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.