Vanguard Financials Index Fund(VFH)總覽

最後更新 2024-11-21 16:03:28 (UTC+8)

報酬與風險分析

分析 Vanguard Financials Index Fund(VFH) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅
近3年	9.6%	0.33	-25.66%
近5年	12.9%	0.42	-44.42%
近10年	11.9%	0.41	-44.42%
近20年	6.6%	0.21	-78.61%

基本資料

Vanguard Financials Index Fund (VFH) 的基本資料。

發行資料


ETF全名	Vanguard Financials Index Fund
上市日期	2004-01-26

ETF說明



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.

警語

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