YTD Lipper Ranking:Quintile 1 (18th percentile) 4Total Returns 4Consistent Return 5Preservation 5Tax Efficiency 5Expense Lipper Leaders Key Highest 5 4 3 2 1 Lowest Recent News What drove this Vanguard fund to just top the U.S.’s oldest and largest ETF by $1.5 billion ...
Price Return +17.50% +35.82% +90.86% +181.27% S&P 500 +17.49% +35.84% +91.12% +182.18% Total Return +19.01% +41.92% +105.87% +234.78% S&P 500 Total Return +19.08% +42.27% +106.64% +237.81% Stocks Technology 32.41% Financials
YTD 1Y 5Y 10Y MAX Basic Advanced -3.64% WEBs Defined Volatility SPY ETF price and volume Combination chart with 2 data series. Chart represents WEBs Defined Volatility SPY ETF price and volume over 5D period The chart has 2 X axes displaying Time, and Time. ...
Reference NAVs are calculated with WM1600 FX (London time) rate applied in the currency indicated. Fund Performance Fund Inception Date: 30 Jan 2012 Index Inception Date: 31 Jul 2003 Annualised Cumulative Calendar as of 31 Jan 2025 As Of1 Month3 MonthYTD1 Year3 Year5 Year...
The highest sharpe ratio portfolioi in User portfolios holds only ultrashort treasuries and show a sharpe ratio of 7+. But my understanding is the Sharpe ratio is the return less the risk-free rate divided by the standard deviation of returns. But short-term treasuries ARE the risk free rate...
As of 02/11/2025 Price Aum/Mkt Cap YIELD Exp Ratio Watchlist Spyglass Growth Fund SPYGX | Fund $21.30 $782 M 0.00% 1.13% SPYGX - Profile Distributions YTD Total Return6.1% 3 Yr Annualized Total Return10.6% 5 Yr Annualized Total Return7.3% ...
The fund is up 16.41% on a total return basisYTDand 34.16% since its inception in August 2022, according to Y-Charts data. With a distribution rate of 12.11% as of 9/30/24, it’s little surprise theETFremains popular with investors. Distribution rate takes the most recent distribution an...
However,concerns about lofty valuations quickly resulted in a correction of about 15% in late February. Since then, the ETF has rebounded and is now changing hands around $450. Yet, it is still down 5.6% year-to-date (YTD). The fund trades at22 timestrailing earnings and 4.3x book val...
as of Jan 31 2025 Chart Bar chart with 2 data series. The chart has 1 X axis displaying categories. The chart has 2 Y axes displaying (%) and values. Chart annotations summary (%)NAVBenchmark1 MonthQTDYTD1 Year3 Year5 Year10 YearSince InceptionJan 22 199305101520253035 End of inte...
S&P 500 Index YTD Price Performance Chart What are the Drawbacks to S&P 500 Index ($SPY)? What is S&P 500? The S&P 500 is a market-cap weighted stock index constructed to track the share price performance of the top 500 large-cap U.S. equities. Established in January 1993, the S&P ...