Vanguard 500 Index Fund(VOO)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Vanguard 500 Index Fund(VOO) 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
近3年	22.2%	1.1	-18.69%
近5年	14.9%	0.64	-24.52%
近10年	14.7%	0.59	-33.99%
近20年	-%	-	-%

基本資料

Vanguard 500 Index Fund (VOO) 的基本資料。

發行資料


ETF全名	Vanguard S&P 500 ETF
上市日期	2010-07-09

ETF說明


該基金採用指數投資方法，旨在追踪標準普爾500指數的表現，該指數是美國股市表現的廣泛認可基準，主要由大型美國公司的股票組成。投資顧問試圖通過將基金的全部或絕大部分資產投資於構成該指數的股票上，以大致相同的比例持有每支股票，以複製目標指數的組成。
Invests in stocks in the S&P 500 Index, representing 500 of the largest U.S. companies.Goal is to closely track the index’s return, which is considered a gauge of overall U.S. stock returns.Offers high potential for investment growth; share value rises and falls more sharply than that of funds holding bonds.More appropriate for long-term goals where your money’s growth is essential.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，旨在追踪標準普爾500指數的表現，該指數是美國股市表現的廣泛認可基準，主要由大型美國公司的股票組成。投資顧問試圖通過將基金的全部或絕大部分資產投資於構成該指數的股票上，以大致相同的比例持有每支股票，以複製目標指數的組成。

Invests in stocks in the S&P 500 Index, representing 500 of the largest U.S. companies.Goal is to closely track the index’s return, which is considered a gauge of overall U.S. stock returns.Offers high potential for investment growth; share value rises and falls more sharply than that of funds holding bonds.More appropriate for long-term goals where your money’s growth is essential.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。