Total Return:19.25%(TTM)
Over the latest trailing 12-month period, total return cagr is +19.25%. The comparable SPY value is +20.46%. Year-to-date total return is +9.09%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VWO
$39,182
(3.9x return)
Invested on Mar 10, 2005
Growth of $10,000 in SPY (S&P 500)
$89,979
(9.0x return)
Invested on Mar 10, 2005
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+9.1%
1-Year Total Return
+19.2%
Current Dividend Yield
0.24%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +18.5% | +19.3% | +0.8% |
| 3 Years | +13.3% | +15.1% | +1.8% |
| 5 Years | +1.4% | +3.8% | +2.3% |
| 10 Years | +5.8% | +8.4% | +2.6% |
| 15 Years | +1.5% | +4.2% | +2.6% |
| 20 Years | +3.4% | +6.0% | +2.6% |
About Vanguard FTSE Emerging Markets ETF
This ETF is designed to invest in equities of companies situated in developing economies worldwide, including notable markets such as China, Brazil, Taiwan, and South Africa. Its primary objective is to closely mirror the performance of the FTSE Emerging Markets All Cap China A Inclusion Index. While this investment offers significant potential for capital appreciation, it also entails considerable risk; its market value can experience greater fluctuations compared to equity funds that focus on more established economies, like the United States. Consequently, it is best suited for investors with a long-term investment horizon. To ensure diversification, and pertaining to 75% of its total assets, the fund typically refrains from purchasing more than 10% of an issuer's voting shares or dedicating over 5% of its total assets to any single issuer's securities. An exception to these guidelines is permitted if required to align with the composition of its target index. Furthermore, these concentration restrictions do not extend to obligations issued by the U.S. government or its agencies.
- Sector
- Financial Services
- Industry
- Asset Management - Global