Vanguard Financials Index Fund(VFH) overview

Last updated 2024-11-21 03:03:28 (EST)

Return and Risk Analysis

Analyze the Average Return and Risk Vanguard Financials Index Fund (VFH).

Period	Annualized Return	Sharpe Ratio	Maximum Drawdown
Past 3 Years	9.6%	0.33	-25.66%
Past 5 Years	12.9%	0.42	-44.42%
Past 10 Years	11.9%	0.41	-44.42%
Past 20 Years	6.6%	0.21	-78.61%

Basic Information

Basic Information of Vanguard Financials Index Fund (VFH).

Issuance Information


Full Name of the ETF	Vanguard Financials Index Fund
Listing Date	2004-01-26

ETF Description


The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

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.