The chart shows the growth of an initial investment of $10,000 in VTV VUG, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
As of Sep 22, 2023, the VTV VUG returned 14.96% Year-To-Date and 11.94% of annualized return in the last 10 years.
|1 month||6 months||Year-To-Date||1 year||5 years (annualized)||10 years (annualized)|
|Vanguard Value ETF||-0.19%||7.46%||1.78%||10.97%||7.31%||9.88%|
|Vanguard Growth ETF||-1.83%||13.88%||28.69%||20.97%||12.21%||13.54%|
|Returns over 1 year are annualized|
Asset Correlations Table
VTV VUG granted a 2.00% dividend yield in the last twelve months.
The VTV VUG has an expense ratio of 0.04% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
The Drawdowns chart displays portfolio losses from any high point along the way.
The table below shows the maximum drawdowns of the VTV VUG. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the VTV VUG is 54.74%, recorded on Mar 9, 2009. It took 760 trading sessions for the portfolio to recover.
|-54.74%||Oct 10, 2007||355||Mar 9, 2009||760||Mar 13, 2012||1115|
|-33.98%||Feb 20, 2020||23||Mar 23, 2020||97||Aug 10, 2020||120|
|-24.65%||Jan 4, 2022||195||Oct 12, 2022||—||—||—|
|-19.5%||Sep 21, 2018||65||Dec 24, 2018||75||Apr 12, 2019||140|
|-13.96%||Jul 21, 2015||143||Feb 11, 2016||77||Jun 2, 2016||220|
The current VTV VUG volatility is 3.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.