vanguard3
Expense Ratio
- 0.07%
Dividend Yield
- 2.16%
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VT Vanguard Total World Stock ETF | Large Cap Growth Equities | 100% |
Performance
The chart shows the growth of $10,000 invested in vanguard3 in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $24,193 for a total return of roughly 141.93%. All prices are adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Mar 18, 2023, the vanguard3 returned 1.73% Year-To-Date and 7.74% of annualized return in the last 10 years.
| 1 month | Year-To-Date | 6 months | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.31% | 2.01% | 0.39% | -10.12% | 7.32% | 9.71% |
| vanguard3 | -6.05% | 1.73% | 2.68% | -9.12% | 5.20% | 7.74% |
| Portfolio components: | ||||||
VT Vanguard Total World Stock ETF | -6.05% | 1.73% | 2.68% | -9.12% | 5.20% | 7.74% |
| Returns over 1 year are annualized | ||||||
Dividends
vanguard3 granted a 2.16% dividend yield in the last twelve months.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend yield | 2.16% | 2.20% | 1.86% | 1.73% | 2.46% | 2.76% | 2.35% | 2.72% | 2.87% | 2.91% | 2.52% | 2.89% |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the vanguard3. 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 vanguard3 is 50.27%, recorded on Mar 9, 2009. It took 457 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.27% | Jun 27, 2008 | 175 | Mar 9, 2009 | 457 | Dec 29, 2010 | 632 |
| -34.24% | Feb 13, 2020 | 27 | Mar 23, 2020 | 107 | Aug 24, 2020 | 134 |
| -26.39% | Nov 9, 2021 | 233 | Oct 12, 2022 | — | — | — |
| -23.83% | May 2, 2011 | 108 | Oct 3, 2011 | 313 | Jan 2, 2013 | 421 |
| -19.97% | Jan 29, 2018 | 229 | Dec 24, 2018 | 212 | Oct 28, 2019 | 441 |
| -19.79% | May 22, 2015 | 183 | Feb 11, 2016 | 212 | Dec 13, 2016 | 395 |
| -9.4% | Jul 7, 2014 | 73 | Oct 16, 2014 | 86 | Feb 20, 2015 | 159 |
| -8.72% | May 22, 2013 | 23 | Jun 24, 2013 | 28 | Aug 2, 2013 | 51 |
| -7.89% | Feb 22, 2011 | 17 | Mar 16, 2011 | 13 | Apr 4, 2011 | 30 |
| -7.38% | Sep 3, 2020 | 14 | Sep 23, 2020 | 31 | Nov 5, 2020 | 45 |
Volatility Chart
Current vanguard3 volatility is 20.49%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.