Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L)
VUAG.L is a passive ETF by Vanguard tracking the investment results of the Russell 1000 TR USD. VUAG.L launched on May 14, 2019 and has a 0.07% expense ratio.
ETF Info
| ISIN | IE00BFMXXD54 |
|---|---|
| WKN | A2PFN2 |
| Issuer | Vanguard |
| Inception Date | May 14, 2019 |
| Category | Large Cap Blend Equities |
| Index Tracked | Russell 1000 TR USD |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
VUAG.L has an expense ratio of 0.07% which is considered to be low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Vanguard S&P 500 UCITS ETF (USD) Accumulating, 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 S&P 500 UCITS ETF (USD) Accumulating had a return of 12.36% year-to-date (YTD) and 28.63% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.36% | 11.05% |
| 1 month | 3.42% | 4.86% |
| 6 months | -6.23% | 17.50% |
| 1 year | 28.63% | 27.37% |
| 5 years (annualized) | 14.72% | 13.14% |
| 10 years (annualized) | N/A | 10.90% |
Monthly Returns
The table below presents the monthly returns of VUAG.L, 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 | 2.37% | 4.78% | 3.46% | -2.30% | 12.36% | ||||||||
| 2023 | 3.31% | 0.25% | 0.49% | 0.11% | 2.07% | 4.05% | 2.06% | 0.32% | -0.89% | -2.70% | 4.72% | 4.61% | 19.67% |
| 2022 | -6.40% | -1.67% | 6.92% | -3.62% | -2.56% | -4.74% | 8.21% | 1.75% | -3.64% | 2.65% | -1.66% | -3.87% | -9.35% |
| 2021 | -0.25% | 0.92% | 5.31% | 4.84% | -1.94% | 4.97% | 1.82% | 4.16% | -1.73% | 4.12% | 3.09% | 2.85% | 31.65% |
| 2020 | 0.63% | -7.00% | -6.93% | 9.53% | 5.84% | 1.72% | -0.50% | 6.09% | -0.11% | -3.42% | 7.31% | 1.29% | 13.69% |
| 2019 | -2.66% | 5.26% | 7.12% | -2.87% | 1.31% | -3.20% | 4.08% | 0.44% | 9.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VUAG.L is 51, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
VUAG.L (Vanguard S&P 500 UCITS ETF (USD) Accumulating)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (USD) Accumulating (VUAG.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 S&P 500 UCITS ETF (USD) Accumulating. 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 S&P 500 UCITS ETF (USD) Accumulating was 25.61%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current Vanguard S&P 500 UCITS ETF (USD) Accumulating drawdown is 6.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.61% | Feb 20, 2020 | 23 | Mar 23, 2020 | 106 | Aug 24, 2020 | 129 |
| -20.23% | Nov 17, 2023 | 8 | Nov 28, 2023 | — | — | — |
| -15.55% | Jan 4, 2022 | 113 | Jun 16, 2022 | 42 | Aug 15, 2022 | 155 |
| -11.81% | Aug 22, 2022 | 85 | Dec 20, 2022 | 143 | Jul 19, 2023 | 228 |
| -7.15% | Oct 14, 2020 | 13 | Oct 30, 2020 | 6 | Nov 9, 2020 | 19 |
Volatility
Volatility Chart
The current Vanguard S&P 500 UCITS ETF (USD) Accumulating volatility is 3.79%, 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.