Vanguard Financials ETF (VFH)

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The chart shows the growth of an initial investment of $10,000 in Vanguard Financials ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Vanguard Financials ETF (VFH) has returned -9.21% so far this year and 2.67% over the past 12 months. Over the last decade, VFH has posted an annualized return of 12.29%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 30, 2004, VFH's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +19.2%, while the worst month was Jan 2009 at -23.6%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, VFH closed higher 52% of trading days. The best single day was Mar 23, 2009 with a return of +16.1%, while the worst single day was Dec 1, 2008 at -16.2%.

Vanguard Financials ETF has an annualized alpha of -2.13%, beta of 1.22, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since February 02, 2004.

• This ETF participated in 118.99% of S&P 500 Index downside but only 111.20% of its upside — more exposed to losses than it benefited from rallies.
• This ETF had an annualized alpha of -2.13% versus S&P 500 Index — delivering less than market exposure alone would predict.

VFH has an expense ratio of 0.10%, which is considered low.

VFH ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Vanguard Financials ETF (VFH) and compare them to a chosen benchmark (S&P 500 Index).

Vanguard Financials ETF provided a 1.61% dividend yield over the last twelve months, with an annual payout of $1.94 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for Vanguard Financials ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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 Vanguard Financials ETF. 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 Financials ETF was 78.61%, occurring on Mar 6, 2009. Recovery took 1937 trading sessions.

The current Vanguard Financials ETF drawdown is 11.97%.

The chart below shows the rolling one-month volatility.