Vanguard Large Cap Index Fund Admiral Shs(VLCAX)總覽

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報酬與風險分析

分析 Vanguard Large Cap Index Fund Admiral Shs(VLCAX) 的平均報酬與風險。

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統計區間	年化報酬率	夏普比率	最大跌幅

基本資料

Vanguard Large Cap Index Fund Admiral Shs (VLCAX) 的基本資料。

發行資料


ETF全名	Vanguard Large-Cap Index Fund Admiral Shares
上市日期	2004-02-02

ETF說明


該基金採用指數投資方法，旨在追蹤CRSP美國大型股指數的表現。CRSP美國大型股指數是一個廣泛多元化的指數,涵蓋了佔美國市值約85%的大型美國公司。該顧問試圖複製目標指數,將其全部或絕大部分資產投資於構成該指數的股票,並按照各股票在指數中的權重持有。
This fund provides broad, low-cost exposure to the large-capitalization market by investing in the U.S. stocks that represent the top 85% of market capitalization. In addition to general stock market volatility, the fund’s primary risk comes from the fact that its strategy of investing only in stocks of large U.S. companies may restrain its returns when other market segments outperform. Long-term investors seeking exposure to the largest U.S. stocks may wish to consider this fund.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CRSP美國大型股指數的表現。CRSP美國大型股指數是一個廣泛多元化的指數,涵蓋了佔美國市值約85%的大型美國公司。該顧問試圖複製目標指數,將其全部或絕大部分資產投資於構成該指數的股票,並按照各股票在指數中的權重持有。

This fund provides broad, low-cost exposure to the large-capitalization market by investing in the U.S. stocks that represent the top 85% of market capitalization. In addition to general stock market volatility, the fund’s primary risk comes from the fact that its strategy of investing only in stocks of large U.S. companies may restrain its returns when other market segments outperform. Long-term investors seeking exposure to the largest U.S. stocks may wish to consider this fund.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.

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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。