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Vanguard Financials ETF

VFH
ETF · Currency in USD
ISIN
US92204A4058
CUSIP
92204A405
Issuer
Vanguard
Inception Date
Jan 30, 2004
Region
North America (U.S.)
Category
Financials Equities
Expense Ratio
0.10%
Index Tracked
MSCI US Investable Market Financials 25/50 Index
ETF Home Page
investor.vanguard.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

VFHPrice Chart


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S&P 500

VFHPerformance

The chart shows the growth of $10,000 invested in Vanguard Financials ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $39,496 for a total return of roughly 294.96%. All prices are adjusted for splits and dividends.


VFH (Vanguard Financials ETF)
Benchmark (S&P 500)

VFHReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-1.13%
6M8.70%
YTD28.56%
1Y55.93%
5Y15.95%
10Y15.69%

VFHMonthly Returns Heatmap


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VFHSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Vanguard Financials ETF Sharpe ratio is 2.71. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


VFH (Vanguard Financials ETF)
Benchmark (S&P 500)

VFHDividends

Vanguard Financials ETF granted a 1.32% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $1.23 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.23$1.61$1.66$1.37$1.07$0.97$0.97$0.92$0.81$0.73$0.56$0.43

Dividend yield

1.32%2.21%2.17%2.30%1.53%1.63%2.00%1.85%1.82%2.13%2.02%1.32%

VFHDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


VFH (Vanguard Financials ETF)
Benchmark (S&P 500)

VFHWorst Drawdowns

The table below shows the maximum drawdowns of the Vanguard Financials ETF. 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 Vanguard Financials ETF is 44.42%, recorded on Mar 23, 2020. It took 200 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.42%Feb 18, 202025Mar 23, 2020200Jan 6, 2021225
-31.8%Feb 22, 2011156Oct 3, 2011240Sep 14, 2012396
-24.31%Jan 29, 2018229Dec 24, 2018216Nov 1, 2019445
-21%Jul 23, 2015141Feb 11, 2016139Aug 30, 2016280
-20.13%Apr 15, 201094Aug 26, 201098Jan 14, 2011192
-9.24%Jan 8, 201021Feb 8, 201018Mar 5, 201039
-8.64%Mar 2, 201731Apr 13, 201770Jul 25, 2017101
-8.26%Jun 7, 202130Jul 19, 202116Aug 10, 202146
-7.84%Jan 15, 202110Jan 29, 20217Feb 9, 202117
-7.33%Sep 17, 201241Nov 14, 201223Dec 18, 201264

VFHVolatility Chart

Current Vanguard Financials ETF volatility is 13.17%. 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.


VFH (Vanguard Financials ETF)
Benchmark (S&P 500)

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