vfv vdy cgl

The chart shows the growth of an initial investment of $10,000 in vfv vdy cgl, 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 Every 3 months.

Based on dividend-adjusted daily data since Jun 9, 2025, vfv vdy cgl's average daily return is +0.10%, while the average monthly return is +1.94%. At this rate, an investment would double in approximately 3.0 years.

Historically, 85% of months were positive and 15% were negative. The best month was Apr 2026 with a return of +9.1%, while the worst month was Mar 2026 at -5.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 1 months.

On a daily basis, vfv vdy cgl closed higher 60% of trading days. The best single day was Mar 31, 2026 with a return of +2.8%, while the worst single day was Jun 5, 2026 at -2.2%.

vfv vdy cgl has an annualized alpha of 8.98%, beta of 0.86, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since June 09, 2025.

• This portfolio captured 114.15% of S&P 500 Index gains but only 71.88% of its losses - a favorable profile for investors.
• This portfolio generated an annualized alpha of 8.98% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.86 and R2 of 0.86, this portfolio moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

vfv vdy cgl has an expense ratio of 0.15%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

vfv vdy cgl ranks 73 for risk / return — better than 73% of Portfolios on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below presents risk-adjusted performance metrics for vfv vdy cgl and compares them with S&P 500 Index.

There isn't enough data available to calculate the Sharpe ratio for vfv vdy cgl. This metric is based on the past 12 months of trading data. Please check back later for updated information.

vfv vdy cgl provided a 0.97% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the vfv vdy cgl. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the vfv vdy cgl was 8.56%, occurring on Mar 30, 2026. Recovery took 11 trading sessions.

The current vfv vdy cgl drawdown is 0.17%.

The chart below shows the rolling one-month volatility.