Vbk performance

Vbk performance DEFAULT

Investment Objective

The investment seeks to track the performance of the CRSP US Small Cap Growth Index that measures the investment return of small-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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Sours: https://money.cnn.com/quote/etf/etf.html?symb=VBK

VBK

Vanguard Small Cap Growth ETF

VBK seeks to replicate a benchmark which offers exposure small cap firms that exhibit growth characteristics in the U.S. equity market. The investment thesis behind small caps is that these firms are likely to provide strong growth prospects to a portfolio and should have a much easier time growing then their large cap counterparts. However, these securities are extremely volatile and can experience large losses or gains in a very short period of time. Despite their volatility, these products should probably be in every investors’ portfolio as they tend to move somewhat independently of large caps and can be a better ‘pure play’ on the American economy. This particular ETF, since it focuses on growth securities, has certain biases in its portfolio holdings and may not offer as much of a cross section as funds such as IWM and be more volatile as well. However, VBK does an excellent job of dividing up assets as the fund holds close to 1,000 securities in total and doesn’t give any one security more than 0.6% of the total assets. Thanks to this high level of diversification and VBK’s ultra-low expense ratio, the fund could make for a superb addition to portfolios of investors who are looking for small caps but are seeking a higher risk/reward profile in the space. However, it should be noted that there are several other products in the category, namely IWO, PWT, and SLYG, that offer slightly more diversification although at higher prices, potentially making them better choices for certain long-term investors.

Sours: https://etfdb.com/etf/VBK/
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Performance & Risk:

ETF / ETP Details

VANGUARD SMALL-CAP GROWTH INDEX FUND

288.46up0.19 (0.0659%)

 as of 12:47:30pm ET 10/18/2021 Quotes delayed at least 15 min. Log in for real time quote.

Chart|Values

Chart|Values

Premium Chart
DateAverage
09/2021-0.07%
08/20210.02%
07/2021-0.12%
06/20210.04%
05/20210.09%
04/20210.01%
03/20210.22%
02/2021-0.14%
01/2021-0.01%
12/20200.12%
11/20200.10%
10/20200.00%
1 Year Average0.02%

Chart|Values

Chart|Values

Growth Chart
DateValue
09/30/2021$39,065.41
12/31/2020$37,169.42
12/31/2019$27,474.58
12/31/2018$20,696.54
12/31/2017$21,942.20
12/31/2016$17,999.57
12/31/2015$16,254.50
12/31/2014$16,672.93
12/31/2013$16,028.01
12/31/2012$11,598.96
12/31/2011$9,857.12
ReturnsVolatility (vs. Market Benchmark)
AverageNAV ReturnMarket ReturnBenchmark Index
(Russell 2000 Growth TR USD)
AS OF 09/30/2021
Market Benchmark
(S&P 500 TR USD)
AS OF 09/30/2021
AlphaR2BetaStandard
Deviation
Sharpe
Ratio
1 Year+31.00+30.89+33.27+30.003.59%51.97%0.92%17.70%1.62%
3 Year+15.06+15.00+11.70+15.99-2.34%82.97%1.17%24.20%0.66%
5 Year+17.09+17.08+15.34+16.90-1.41%79.60%1.15%19.60%0.85%
10 Year+16.37+16.37+15.74+16.63-2.02%78.73%1.15%17.23%0.93%
Life+10.88+10.88+9.68+9.93----------
Life as of NAV inception date: 01/26/2004   Life market returns are as of the first day the ETF traded on an exchange, which may occur a few days after the NAV inception date. Market returns are based on the closing price on the listed exchange at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times.
Life as of NAV inception date: 01/26/2004   Life market returns are as of the first day the ETF traded on an exchange, which may occur a few days after the NAV inception date. Market returns are based on the closing price on the listed exchange at 4 p.m. ET and do not represent the returns an investor would receive if shares were traded at other times.

Gross Expense Ratio: 0.07%

Tax-adjusted returns and tax cost ratio are estimates of the impact taxes have had on a fund. Assumes the highest tax rate in calculating and follow the SEC guidelines for calculating returns before sale of shares. Click here to learn more.

Exchange traded products (ETPs) are subject to market volatility and the risks of their underlying securities which may include the risks associated with investing in smaller companies, foreign securities, commodities and fixed income investments. Foreign securities are subject to interest-rate, currency-exchange-rate, economic, and political risks, all of which are magnified in emerging markets. ETPs that target a small universe of securities, such as a specific region or market sector are generally subject to greater market volatility as well as the specific risks associated with that sector, region or other focus. ETPs which use derivatives, leverage, or complex investment strategies are subject to additional risks. The return of an index ETP is usually different from that of the index it tracks because of fees, expenses and tracking error. An ETP may trade at a premium or discount to its Net Asset Value (NAV) (or Indicative Value in the case of ETNs). Each ETP has a unique risk profile which is detailed in its prospectus, offering circular or similar material, which should be considered carefully when making investment decisions.

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold. Current performance may be higher or lower than that quoted.

Sours: https://screener.fidelity.com/ftgw/etf/goto/snapshot/performance.jhtml?symbols=VBK
The 5 BEST Growth ETFs That Can Make You MILLIONS (2021)

Snapshot:

ETF / ETP Details

false

VANGUARD SMALL-CAP GROWTH INDEX FUND

288.46up0.19 (0.0659%)

 as of 12:47:30pm ET 10/18/2021 Quotes delayed at least 15 min. Log in for real time quote.
Bid/Size288.15/1
Ask/Size288.33/1
Open287.02
High288.6473
Low286.5618
Previous Close
AS OF 10/15/2021
288.27
Price Performance (Last 52 Wk)
as of 10/15/2021
+24.75%
Volume59,925
Volume (90-Day Average)139,568
Indicative Intraday ValueLog in
NAV (Previous Day)
AS OF 10/15/2021
288.00
Bid/Ask Midpoint (Previous Day)
AS OF 10/15/2021
288.14
Median Bid/Ask Spread (30 Day)
as of 10/15/2021
0.07%
Premium / Discount (Previous Day)
as of 10/15/2021
0.09%
Premium / Discount (1 Month Rolling Average)
as of 10/15/2021
0.03%
Tracking Error 12.32
Detailed Quote

The investment seeks to track the performance of the CRSP US Small Cap Growth Index that measures the investment return of small-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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News

There are currently no news stories available for this symbol.

More News, Commentary & Events

Volume (10-Day Avg)
AS OF 10/15/2021
170.7K15.4M
1 Month Market Total Return
AS OF 10/16/2021
-0.53-0.05%
1 Year Market Total Return
AS OF 09/30/2021
+30.89+28.77%
3 Year Annualized Market Total Return
AS OF 09/30/2021
+15.00+9.63%
Beta (1 Year Month-End)
AS OF 10/16/2021
0.92%0.98
Annual Turnover Ratio
AS OF 12/31/2020
24.00%30.00%
Net Expense Ratio
AS OF 04/29/2021
0.07%0.55%
Compare to Other ETFs
Sours: https://screener.fidelity.com/ftgw/etf/goto/snapshot/snapshot.jhtml?symbols=VBK

Performance vbk

YTD Return logo
VBK YTD Return
Start date:12/31/2020
End date:10/15/2021
Start price/share:$267.66
End price/share:$288.27
Starting shares:37.36
Ending shares:37.45
Dividends reinvested/share:$0.64
VBK YTD return:7.95%
Annualized Gain:10.10%
Starting investment:$10,000.00
Ending investment:$10,795.00


VBK YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
YTD Return on $10,000.00
With Dividends Reinvested Into VBK


Also see: VBK Average Annual Return
Vanguard Small-Cap Growth ETF is an open-end management investment company. The fund offers three classes of shares: Investor Shares, Institutional Shares, and ETF Shares. As of Dec 31 2013, the Fund's investments portfolio was valued at $15,449,681,000. The VBK YTD return is shown above.

The YTD Return on the VBK YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether VBK YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the VBK YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
 

VBK YTD Return |www.YTDReturn.com| Copyright © 2017 - 2021, All Rights Reserved

Nothing in YTDReturn.com is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent.

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As your agreement for the receipt and use of market data provides, the securities markets (1) reserve all rights to the market data that they make available; (2) do not guarantee that data; and (3) shall not be liable for any loss due either to their negligence or to any cause beyond their reasonable control.

Performance data quoted represents past performance and does not indicate future results. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV). Current performance may be lower or higher. See the Performance tab for updated monthly returns.

Investors should consider carefully information contained in the prospectus or, if available, the summary prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

ETFs at Charles Schwab & Co., Inc. ("Schwab") can be traded without a commission on buy and sell transactions made online in a Schwab account. Schwab does not receive payment to promote any particular ETF to its customers. Schwab's affiliate Charles Schwab Investment Management, Inc. ("CSIM") serves as investment advisor to the Schwab ETFs™, which compensate CSIM out of the applicable operating expense ratios. The amount of the fees is disclosed in the prospectus of each ETF.

Conditions Apply: Trades in ETFs are available without commissions when placed online in a Schwab account. Trade orders placed through a broker will receive the negotiated broker-assisted rate. An exchange processing fee applies to sell transactions. All ETFs are subject to management fees and expenses. Please see pricing guide for additional information.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Ratings do not take into account sales loads that may apply to certain third party funds. The Overall Morningstar Ratings are derived from a weighted average of the risk adjusted performance figures associated with a Fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics.

The Global Industry Classification Standard (GICS) was developed by and is the exclusive property of Morgan Stanley Capital International Inc. and S&P Global. GICS is a service mark of MSCI and S&P Global and has been licensed for use by Schwab.

The news sources used on Schwab.com come from independent third parties. Schwab is not affiliated with any of the news content providers. Schwab is not responsible for the content, and does not write or control which particular article appears on its website.

Charles Schwab Investment Advisory, Inc. ("CSIA") is an affiliate of Charles Schwab & Co., Inc. ("Schwab"). Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). SIDCO is not affiliated with The Charles Schwab Corporation or any of its affiliates.

(0811-4794, 0813-5488, 1016-N2DC, 1017-7KFC, 1019-95HX)

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The Performance Report is a  Detailed Quote that includes today's activity plus the previous four days of trading prices. Included are the Open, High, Low, Last,Change, % Change and Volume figures. The page is divided into multiple parts:

Past 5 Days/Weeks/Months

For the period selected at the top right of the page, you will see the Date, Open, High, Low, Last, Change, Change Percent, and Volume for the current trading session plus the previous 4 sessions.

With Daily Quotes selected, the dates displayed are the current date plus the previous 4 days.

For Commodities and Forex contracts that trade overnight sessions with settlements the next day (such as ^EURUSD (Euro FX), trading 5:00 p.m. - 4:59 p.m. EST Sunday - Friday or GC (Gold), trading 6:00 p.m. - 5:15 p.m. EST) today's session appears with the current day's date, and the overnight session will appear with tomorrow's date. For example, on July 20, 2010 at 6:00 p.m. EST, the first session will be recorded under the current date, 07/20/2010, and the overnight session's prices will appear under 07/21/2010. The date is the settlement or closing date of the trading session.

With Weekly Quotes or Monthly Quotes selected, you will see dates that correspond to the past 5 weeks or past 5 months along with the Open, High, Low, Last, Change, Change Percent, and Volume of each period.

Price Performance

Shows historical Highs and Lows for a number of periods, based on your selected view. High and Low prices and the date of their trades are shown, along with the Percent Change from the start of the current period's High and Low price.

When looking at the Periods in the Price Performance table, the 5-Day through 2-Year periods are based on daily data, the 3-Year and 5-Year periods are based on weekly data, and the 10-Year and 20-Year periods are based on monthly data.

New Highs

This widget shows the number of times this symbol reached a new high price for specific periods, from the past 5-Days to the past 20-Years.

For each period, the "Percent From Last" column shows you where the current price is in relationship to the High price for that period. When negative, the current price is that much lower than the highest price reported for the period. When positive, the current price is that much higher than the highest price from that period.

New Lows

This widget shows the number of times this symbol reached a new low price for specific periods, from the past 5-Days to the past 20-Years.

For each period, the "Percent From Last" column shows you where the current price is in relationship to the Low price for that period. When positive, the current price is that much higher than the lowest price from that period. When negative, the current price is that much lower than the lowest price reported for the period.

52-Week Key Points

View, at a glance, the 52-Week High and Low for a symbol, along with the 61.8%, 50%, and 38.2% Fibonacci levels. These figures correspond to the information presents on the Trader's Cheat Sheet page.

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