Vanguard Dividend Appreciation Index Fund Admiral Shs(VDADX)總覽

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報酬與風險分析

分析 Vanguard Dividend Appreciation Index Fund Admiral Shs(VDADX) 的平均報酬與風險。

統計區間	年化報酬率	夏普比率	最大跌幅

基本資料

Vanguard Dividend Appreciation Index Fund Admiral Shs (VDADX) 的基本資料。

發行資料


ETF全名	Vanguard Dividend Appreciation Index Fund Admiral Shares
上市日期	2013-12-19

ETF說明


顧問採用指數投資方法，旨在追蹤指數的表現，該指數由具有長期增加股息記錄的公司的普通股組成。顧問試圖通過將其所有或絕大部分資產投資於構成該指數的股票，並按照其在該指數中的權重持有每隻股票，來複製目標指數。
This low-cost index fund seeks to track a benchmark that provides exposure to U.S. companies that have a history of increasing dividends. The fund focuses on high-quality companies that have both the ability and the commitment to grow their dividends over time. One of the fund’s risks is the possibility that returns from dividend-paying stocks will trail returns from the overall stock market during any given period. Another risk is the volatility that comes with the fund’s full exposure to the stock market. An investor with a well-balanced, long-term portfolio who seeks some income and exposure to dividend-focused companies may wish to consider this fund.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.

顧問採用指數投資方法，旨在追蹤指數的表現，該指數由具有長期增加股息記錄的公司的普通股組成。顧問試圖通過將其所有或絕大部分資產投資於構成該指數的股票，並按照其在該指數中的權重持有每隻股票，來複製目標指數。

This low-cost index fund seeks to track a benchmark that provides exposure to U.S. companies that have a history of increasing dividends. The fund focuses on high-quality companies that have both the ability and the commitment to grow their dividends over time. One of the fund’s risks is the possibility that returns from dividend-paying stocks will trail returns from the overall stock market during any given period. Another risk is the volatility that comes with the fund’s full exposure to the stock market. An investor with a well-balanced, long-term portfolio who seeks some income and exposure to dividend-focused companies may wish to consider this fund.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.

警語

1. 資料僅供參考，不做任何獲利保證及特定股票與點位推薦建議。

2. 資料並不完整，需要完整資料請至相關網站索取。

3. 任何股市數據分析皆存在倖存者偏差。