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Vanguard Utilities ETF (VPU)

ETF · Currency in USD
ISIN
US92204A8760
CUSIP
92204A876
Issuer
Vanguard
Inception Date
Jan 30, 2004
Region
North America (U.S.)
Category
Utilities Equities
Expense Ratio
0.10%
Index Tracked
MSCI US Investable Market Utilities 25/50 Index
ETF Home Page
investor.vanguard.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

VPUPrice Chart


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VPUPerformance

The chart shows the growth of $10,000 invested in Vanguard Utilities ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $33,174 for a total return of roughly 231.74%. All prices are adjusted for splits and dividends.


VPU (Vanguard Utilities ETF)
Benchmark (S&P 500)

VPUReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-0.52%0.43%
6M4.83%9.37%
YTD8.97%22.33%
1Y7.16%26.59%
5Y10.48%15.74%
10Y10.91%14.46%

VPUMonthly Returns Heatmap


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VPUSharpe 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 Utilities ETF Sharpe ratio is 0.49. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


VPU (Vanguard Utilities ETF)
Benchmark (S&P 500)

VPUDividends

Vanguard Utilities ETF granted a 3.07% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $4.49 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$4.49$4.35$4.04$3.81$3.71$3.41$3.41$2.27$3.13$3.00$2.66$2.54

Dividend yield

3.07%3.17%2.83%3.23%3.18%3.19%3.63%2.21%3.76%3.98%3.46%3.79%

VPUDrawdowns Chart

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


VPU (Vanguard Utilities ETF)
Benchmark (S&P 500)

VPUWorst Drawdowns

The table below shows the maximum drawdowns of the Vanguard Utilities 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 Utilities ETF is 36.42%, recorded on Mar 23, 2020. It took 351 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.42%Feb 19, 202024Mar 23, 2020351Aug 12, 2021375
-16.15%Jan 30, 2015152Sep 4, 2015126Mar 8, 2016278
-15.14%Nov 15, 201758Feb 8, 2018145Sep 6, 2018203
-12.05%Jul 22, 201112Aug 8, 201130Sep 20, 201142
-11.59%Jul 7, 201691Nov 11, 201672Feb 28, 2017163
-11.02%May 1, 201336Jun 20, 2013164Feb 13, 2014200
-9.38%Jul 31, 201275Nov 15, 201258Feb 11, 2013133
-9.28%Jul 1, 201426Aug 6, 201455Oct 23, 201481
-9.09%May 4, 201020Jun 1, 201038Jul 26, 201058
-8.88%Dec 14, 20187Dec 24, 201839Feb 21, 201946

VPUVolatility Chart

Current Vanguard Utilities ETF volatility is 13.25%. 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.


VPU (Vanguard Utilities ETF)
Benchmark (S&P 500)

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