Vanguard Energy ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$120.08
- Net Assets:$0 Million
- NAV:$121.7
- Premium-1.33%
- Peer Rank:9 of 95
- Investment Rating:A+
- Performance:A-
- RiskB
We rate Vanguard Energy ETF at A+. This overall rating indicates it is among the top 10% of all closed end funds in its peer group. Positive factors that influence this rating include a well 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 a Sector - Energy/Natural Res strategy.
Total return ranks very high in comparison with peers over the last three years. The Vanguard Energy ETF has returned an annual rate of 7.18% since inception. More recently, the fund has generated a total return of 11.35% in the last five years, 22.98% in the last three years, and 3.22% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 81% of them. It has also outpaced 98% of its competitors on a three year basis and 20% of them over the last year for the period ending 2/29/2024. On a year to date basis, VDE has returned 3.75%.
Downside risk has been below average. VDE has a draw down risk of -17.96%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 28.3%. This fund has experienced excessive volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As VDE is an exchange traded fund, it has no front end or back end load.
The Vanguard Energy 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.