Vanguard Total Stock Market Index Fund(VTI)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Vanguard Total Stock Market Index Fund(VTI) 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	21.5%	1.03	-19.31%
近5年	13.7%	0.56	-25.36%
近10年	14.1%	0.56	-35%
近20年	10.8%	0.39	-55.46%

基本資料

Vanguard Total Stock Market Index Fund (VTI) 的基本資料。

發行資料


ETF全名	Vanguard Total Stock Market ETF
上市日期	2001-05-24

ETF說明


該基金採用指數投資方法，旨在追踪代表約100％可投資的美國股市的指數表現，包括大型、中型、小型和微型股票。它通過對指數進行抽樣投資，意味著它持有一個廣泛多元化的證券組合，總體上與指數在關鍵特徵方面相似。
Seeks to track the performance of the CRSP US Total Market Index.Large-, mid-, and small-cap equity diversified across growth and value styles.Employs a passively managed, index-sampling strategy.The fund remains fully invested.Low expenses minimize net tracking error.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，旨在追踪代表約100％可投資的美國股市的指數表現，包括大型、中型、小型和微型股票。它通過對指數進行抽樣投資，意味著它持有一個廣泛多元化的證券組合，總體上與指數在關鍵特徵方面相似。

Seeks to track the performance of the CRSP US Total Market Index.Large-, mid-, and small-cap equity diversified across growth and value styles.Employs a passively managed, index-sampling strategy.The fund remains fully invested.Low expenses minimize net tracking error.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。