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Vanguard Year to Date Return

 
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Year to Date Return breakdown for Vanguard

Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Vanguard

YTD Return

=

(Mean of Monthly Returns - 1)

X

100%

=
4.99 %
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Vanguard Year to Date Return Assessment

Vanguard REIT Index Inv has Year to Date Return of 4.99%. This indicator is about the same for Vanguard average (which is currently at 4.91) family, and 10.96% lower than that of Real Estate category, The Year to Date Return for all funds is 64.69% lower than the firm.

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Year to Date Return Comparison

Vanguard is rated below average in year to date return among similar funds.
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VGSIX United States NASDAQ
Vanguard REIT Index Inv
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    

Other Vanguard Fundamentals

Price to Earning39.80 times
Price to Book2.18 times
Price to Sales6.09 times
Number of Employees1
Probability Of Bankruptcy1.00 %
Annual Yield3.26 %
Year to Date Return4.99 %
One Year Return11.80 %
Three Year Return32.47 %
Five Year Return(1.43) %
Ten Year Return10.91 %
Net Asset33.01 B
Minimum Initial Investment3 K
Last Dividend Paid0.17
Holdings Turnover10.00 %
Cash Position Weight0.61 %
Equity Positions Weight99.39 %


 
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