Sun Communities, Inc.(SUI) - ETFs Holding

Last updated 2024-09-19

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	0.95%	4.9%	0.16	-42.4%
VXF	Vanguard Extended Market Index Fund	0.23%	10%	0.35	-41.7%
VO	Vanguard Mid Cap Index Fund	0.2%	10.6%	0.39	-39.4%
IWR	iShares Russell Mid-Cap ETF	0.15%	10.6%	0.38	-40.6%
VUG	Vanguard Growth Index Fund	0.07%	18.1%	0.63	-35.6%
IWD	iShares Russell 1000 Value ETF	0.07%	10%	0.38	-38.5%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	0.03%	14.4%	0.55	-35%
IWB	iShares Russell 1000 ETF	0.03%	14.8%	0.57	-34.6%
VV	Vanguard Large Cap Index Fund	0.03%	15.2%	0.58	-34.3%
SCHB	Schwab U.S. Broad Market ETF	0.03%	14.5%	0.55	-35.3%
SCHX	Schwab U.S. Large-Cap ETF	0.03%	15%	0.58	-34.3%
VTI	Vanguard Total Stock Market Index Fund	0.03%	14.5%	0.56	-35%
ACWI	iShares MSCI ACWI ETF	0.02%	11.4%	0.44	-33.5%
VT	Vanguard Total World Stock Index Fund	0.02%	11.3%	0.44	-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.