Vanguard 500 Index Fd Admiral Shs(VFIAX)總覽

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報酬與風險分析

分析 Vanguard 500 Index Fd Admiral Shs(VFIAX) 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 500 Index Fd Admiral Shs (VFIAX) 的基本資料。

發行資料


ETF全名	Vanguard 500 Index Fund Admiral Shares
上市日期	2000-11-13

ETF說明


該基金採用指數投資方法，旨在追蹤標準普爾500指數的表現。標準普爾500指數是一個廣為人知的美國股票市場表現基準，主要由大型美國公司的股票組成。該顧問試圖通過將其全部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一隻股票，來複製目標指數。
As the industry’s first index fund for individual investors, the 500 Index Fund is a low-cost way to gain diversified exposure to the U.S. equity market. The fund offers exposure to 500 of the largest U.S. companies, which span many different industries and account for about three-fourths of the U.S. stock market’s value. The key risk for the fund is the volatility that comes with its full exposure to the stock market. Because the 500 Index Fund is broadly diversified within the large-capitalization market, it may be considered a core equity holding in a portfolio.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.

該基金採用指數投資方法，旨在追蹤標準普爾500指數的表現。標準普爾500指數是一個廣為人知的美國股票市場表現基準，主要由大型美國公司的股票組成。該顧問試圖通過將其全部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一隻股票，來複製目標指數。

As the industry’s first index fund for individual investors, the 500 Index Fund is a low-cost way to gain diversified exposure to the U.S. equity market. The fund offers exposure to 500 of the largest U.S. companies, which span many different industries and account for about three-fourths of the U.S. stock market’s value. The key risk for the fund is the volatility that comes with its full exposure to the stock market. Because the 500 Index Fund is broadly diversified within the large-capitalization market, it may be considered a core equity holding in a portfolio.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。