ducovest

VRTTX:NMF-Vanguard Russell 3000 Index Fund Institutional Shares (USD)

ETF | Others |

Last Closing

USD 488.28

Change

0.00 (0.00)%

Market Cap

USD 3.51B

Volume

N/A

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The advisor employs an indexing investment approach designed to track the performance of the Russell 3000® Index, which represents approximately 98% of the U.S. equity market and comprises the 3,000 largest companies in the United States. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

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ETFs Containing VRTTX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.67% 91% A- 91% A-
Dividend Return 0.32% 22% F 22% F
Total Return 18.99% 91% A- 91% A-
Trailing 12 Months  
Capital Gain 31.74% 93% A 93% A
Dividend Return 0.83% 37% F 37% F
Total Return 32.57% 94% A 94% A
Trailing 5 Years  
Capital Gain 84.84% 97% N/A 97% N/A
Dividend Return 1.71% 43% F 43% F
Total Return 86.55% 97% N/A 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 13.62% 94% A 94% A
Dividend Return 13.85% 94% A 94% A
Total Return 0.23% 41% F 41% F
Risk Return Profile  
Volatility (Standard Deviation) 19.20% 35% F 35% F
Risk Adjusted Return 72.15% 98% N/A 98% N/A
Market Capitalization 3.51B 88% B+ 88% B+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.