Vanguard Growth Index Fund(VUG)總覽

最後更新 2025-12-06 08:01:21 (UTC+8)

報酬與風險分析

分析 Vanguard Growth Index Fund(VUG) 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	31.2%	1.25	-22.84%
近5年	15.5%	0.55	-35.62%
近10年	17.3%	0.64	-35.62%
近20年	12.9%	0.47	-50.66%

基本資料

Vanguard Growth Index Fund (VUG) 的基本資料。

發行資料


ETF全名	Vanguard Growth ETF
上市日期	2004-01-26

ETF說明


該基金採用指數投資方法，旨在追踪該指數的表現，該指數主要由美國大型成長股組成，並具有廣泛的多元化。投資顧問試圖通過將其資產全部或基本全部投資於構成該指數的股票上，以大致相同的比例持有每個股票，以複製目標指數。
Seeks to track the performance of the CRSP US Large Cap Growth Index.Provides a convenient way to match the performance of many of the nation’s largest growth stocks.Follows a passively managed, full-replication approach.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，旨在追踪該指數的表現，該指數主要由美國大型成長股組成，並具有廣泛的多元化。投資顧問試圖通過將其資產全部或基本全部投資於構成該指數的股票上，以大致相同的比例持有每個股票，以複製目標指數。

Seeks to track the performance of the CRSP US Large Cap Growth Index.Provides a convenient way to match the performance of many of the nation’s largest growth stocks.Follows a passively managed, full-replication approach.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。