VGT
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VGT Vanguard Information Technology ETF | Technology Equities | 100% |
Performance
The chart shows the growth of an initial investment of $10,000 in VGT, 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
Returns
As of Sep 22, 2023, the VGT returned 30.10% Year-To-Date and 19.05% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -2.39% | 9.04% | 12.78% | 15.22% | 8.15% | 9.84% |
| VGT | -4.35% | 11.50% | 30.10% | 28.93% | 16.69% | 19.08% |
| Portfolio components: | ||||||
VGT Vanguard Information Technology ETF | -4.35% | 11.50% | 30.10% | 28.93% | 16.69% | 19.08% |
| Returns over 1 year are annualized | ||||||
Dividend yield
VGT granted a 0.74% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VGT | 0.74% | 0.91% | 0.65% | 0.84% | 1.14% | 1.35% | 1.04% | 1.40% | 1.39% | 1.23% | 1.17% | 1.35% |
| Portfolio components: | ||||||||||||
VGT Vanguard Information Technology ETF | 0.74% | 0.91% | 0.65% | 0.84% | 1.14% | 1.35% | 1.04% | 1.40% | 1.39% | 1.23% | 1.17% | 1.35% |
Expense Ratio
The VGT features an expense ratio of 0.10%, falling within the medium range. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
VGT Vanguard Information Technology ETF | 1.02 |
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 VGT. 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 VGT is 54.63%, recorded on Nov 20, 2008. It took 535 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.63% | Nov 1, 2007 | 267 | Nov 20, 2008 | 535 | Jan 6, 2011 | 802 |
| -35.07% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -31.84% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
| -23.67% | Oct 4, 2018 | 56 | Dec 24, 2018 | 59 | Mar 21, 2019 | 115 |
| -21.01% | Feb 3, 2004 | 127 | Aug 12, 2004 | 315 | Nov 17, 2005 | 442 |
Volatility Chart
The current VGT volatility is 5.49%, 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.