Vanguard All-Equity ETF Portfolio (VEQT.TO)
VEQT.TO is an actively managed ETF by Vanguard. VEQT.TO launched on Jan 29, 2019 and has a 0.24% expense ratio.
ETF Info
ISIN | CA92201C1077 |
---|---|
CUSIP | 92201C107 |
Issuer | Vanguard |
Inception Date | Jan 29, 2019 |
Category | All Cap Equities, Actively Managed |
Index Tracked | No Index (Active) |
Home Page | www.vanguard.ca |
Asset Class | Equity |
Expense Ratio
VEQT.TO has a high expense ratio of 0.24%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in Vanguard All-Equity ETF Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard All-Equity ETF Portfolio had a return of 10.12% year-to-date (YTD) and 19.92% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.12% | 9.47% |
1 month | 1.86% | 1.91% |
6 months | 16.24% | 18.36% |
1 year | 19.92% | 26.61% |
5 years (annualized) | 10.55% | 12.90% |
10 years (annualized) | N/A | 10.79% |
Monthly Returns
The table below presents the monthly returns of VEQT.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.31% | 4.43% | 3.26% | -1.97% | 10.12% | ||||||||
2023 | 6.11% | -1.12% | 0.95% | 2.12% | -2.07% | 3.29% | 3.02% | -0.72% | -3.76% | -1.42% | 6.81% | 2.92% | 16.71% |
2022 | -3.16% | -2.08% | 1.38% | -5.47% | -0.75% | -7.24% | 5.96% | -1.54% | -4.77% | 5.14% | 6.32% | -3.96% | -10.76% |
2021 | 0.35% | 2.94% | 2.08% | 1.80% | 0.99% | 3.41% | 0.97% | 2.95% | -3.28% | 3.36% | -0.03% | 2.70% | 19.62% |
2020 | 0.64% | -6.97% | -11.76% | 10.08% | 3.69% | 1.87% | 3.78% | 3.01% | -1.34% | -2.37% | 10.02% | 2.40% | 11.43% |
2019 | 1.87% | 2.01% | 3.59% | -4.67% | 2.80% | 0.82% | -0.96% | 1.57% | 1.18% | 3.77% | 0.56% | 12.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of VEQT.TO is 84, placing it in the top 16% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
VEQT.TO (Vanguard All-Equity ETF Portfolio)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard All-Equity ETF Portfolio (VEQT.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard All-Equity ETF Portfolio granted a 1.71% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.69 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 |
---|---|---|---|---|---|---|
Dividend | CA$0.69 | CA$0.69 | CA$0.67 | CA$0.51 | CA$0.46 | CA$0.40 |
Dividend yield | 1.71% | 1.88% | 2.09% | 1.40% | 1.48% | 1.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard All-Equity ETF Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | |||||||
2023 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.69 | CA$0.69 |
2022 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.67 | CA$0.67 |
2021 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.51 | CA$0.51 |
2020 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.46 | CA$0.46 |
2019 | CA$0.40 | CA$0.40 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard All-Equity ETF Portfolio. 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 Vanguard All-Equity ETF Portfolio was 30.45%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.
The current Vanguard All-Equity ETF Portfolio drawdown is 0.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-30.45% | Feb 13, 2020 | 27 | Mar 23, 2020 | 159 | Nov 9, 2020 | 186 |
-18.32% | Dec 30, 2021 | 117 | Jun 16, 2022 | 358 | Nov 20, 2023 | 475 |
-5.32% | Apr 30, 2019 | 24 | Jun 3, 2019 | 71 | Sep 13, 2019 | 95 |
-5.1% | Sep 8, 2021 | 19 | Oct 4, 2021 | 21 | Nov 3, 2021 | 40 |
-4.58% | Apr 19, 2021 | 18 | May 12, 2021 | 16 | Jun 4, 2021 | 34 |
Volatility
Volatility Chart
The current Vanguard All-Equity ETF Portfolio volatility is 2.48%, 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.