Vanguard Consumer Discretionary ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$315.74
- Net Assets:$0 Million
- NAV:$317.55
- Premium-0.57%
- Peer Rank:320 of 397
- Investment Rating:C-
- Performance:B-
- RiskC-
We rate Vanguard Consumer Discret ETF at C-. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking an Equity Income strategy.
Total return ranks above peers over the last three years. The Vanguard Consumer Discret ETF has returned an annual rate of 10.90% since inception. More recently, the fund has generated a total return of 15.31% in the last five years, 5.45% in the last three years, and 28.65% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 94% of them. It has also outpaced 63% of its competitors on a three year basis and 89% of them over the last year for the period ending 2/29/2024. On a year to date basis, VCR has returned 4.22%.
Downside risk has been below average. VCR has a draw down risk of -35.88%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 25.3%. This fund has experienced excessive volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As VCR is an exchange traded fund, it has no front end or back end load.
The Vanguard Consumer Discret ETF is managed by Awais Khan at Vanguard Group Inc. This fund is one of 81 Vanguard Group Inc exchange-traded funds launched since 5/24/2001 that we track.