It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
VCR: Vanguard Consumer Discretionary ETF (ETF)
Basic Info 383.54 7.73(1.98%) June 05
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 0.80% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | -2.4 | 10.7 | 14.3 | 5.7 | 13.3 | 14.1 | 11.7 | 10.9 | 5.8 | 24.3 | 40.4 | -35.2 | 24.9 | 48.3 | 27.9 | -2.3 | 22.8 | 6.7 | 6.3 | 8.2 | 43.7 | 24.6 | 3.6 | 30.6 | 46.5 | -37.9 | -11.8 | 16.5 | -4.1 | 14.4 |
| Sharpe Ratio | NA | 0.15 | 0.57 | 0.67 | 0.17 | 0.54 | NA | NA | 0.46 | 0.12 | 1.11 | 1.88 | -1.06 | 1.41 | 1.34 | 1.83 | -0.19 | 2.76 | 0.44 | 0.39 | 0.62 | 3.49 | 1.7 | 0.14 | 1.44 | 1.48 | -0.9 | -0.92 | 1.09 | -0.5 | 1.15 |
| Draw Down(%) | NA | 15.6 | 15.6 | 27.4 | 39.2 | 39.2 | NA | NA | 61.5 | 25.7 | 12.0 | 16.2 | 38.0 | 9.9 | 37.7 | 9.1 | 22.6 | 4.1 | 13.1 | 11.2 | 8.6 | 5.2 | 10.1 | 20.5 | 20.0 | 28.9 | 53.6 | 18.1 | 11.0 | 12.5 | 11.8 |
| Standard Deviation(%) | NA | 19.7 | 18.4 | 21.0 | 24.0 | 22.5 | NA | NA | 21.8 | 25.0 | 18.7 | 19.7 | 34.6 | 17.6 | 35.7 | 14.4 | 19.5 | 8.1 | 14.7 | 16.1 | 13.2 | 12.5 | 14.5 | 25.0 | 21.1 | 31.3 | 43.0 | 16.3 | 12.0 | 12.6 | 12.9 |
| Treynor Ratio | NA | 0.02 | 0.08 | 0.11 | 0.03 | 0.11 | NA | NA | 0.09 | 0.02 | 0.16 | 0.28 | -0.28 | 0.22 | 0.5 | 0.25 | -0.03 | 0.24 | 0.06 | 0.06 | 0.08 | 0.42 | 0.24 | 0.04 | 0.28 | 0.43 | -0.4 | -0.16 | 0.13 | -0.07 | 0.18 |
| Alpha | NA | -0.1 | -0.07 | -0.03 | -0.03 | -0.01 | NA | NA | 0.0 | -0.05 | -0.02 | 0.02 | -0.06 | -0.02 | 0.09 | -0.02 | 0.01 | 0.01 | -0.02 | 0.02 | -0.02 | 0.03 | 0.03 | 0.01 | 0.05 | 0.05 | -0.01 | -0.07 | 0.0 | -0.03 | 0.03 |
| Beta | NA | 1.23 | 1.24 | 1.24 | 1.26 | 1.11 | NA | NA | 1.05 | 1.2 | 1.26 | 1.3 | 1.31 | 1.13 | 0.96 | 1.06 | 1.06 | 0.94 | 1.02 | 0.96 | 1.02 | 1.05 | 1.04 | 1.03 | 1.1 | 1.08 | 0.98 | 0.94 | 1.04 | 0.97 | 0.84 |
| RSquared | NA | 0.71 | 0.64 | 0.76 | 0.79 | 0.8 | NA | NA | 0.82 | 0.8 | 0.73 | 0.75 | 0.84 | 0.71 | 0.87 | 0.84 | 0.86 | 0.61 | 0.83 | 0.86 | 0.78 | 0.86 | 0.83 | 0.92 | 0.89 | 0.88 | 0.86 | 0.85 | 0.75 | 0.63 | 0.53 |
| Yield(%) | N/A | 0.2 | 0.8 | 1.0 | 0.9 | 2.2 | 3.4 | 3.2 | N/A | 0.8 | 0.9 | 1.2 | 0.6 | 1.0 | 2.5 | 1.9 | 1.3 | 1.5 | 1.7 | 1.4 | 0.0 | 1.2 | 1.8 | 1.4 | 1.3 | 1.3 | 1.5 | 0.8 | 0.9 | 0.6 | 0.7 |
| Dividend Growth(%) | N/A | -75.3 | -2.2 | -16.3 | 4.1 | 246.7 | N/A | N/A | N/A | 4.4 | 9.6 | 19.0 | -20.9 | -42.5 | 67.2 | 36.7 | 9.4 | -8.4 | 27.1 | N/A | -100.0 | -20.7 | 35.1 | 42.2 | 37.3 | -44.4 | 70.9 | -2.1 | 52.6 | -12.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Cyclical Asset Class Trend Rankings |
Top Rated Funds in Consumer Cyclical
Best Mutual Funds
- FDLSX (LEISURE PORTFOLIO LEISURE PORTFOLIO) (75%)
- FSRPX (RETAILING PORTFOLIO RETAILING PORTFOLIO) (72%)
- FSHOX (CONSTRUCTION AND HOUSING PORTFOLIO CONSTRUCTION AND HOUSING PORTFOLIO) (72%)
- FSCPX (CONSUMER DISCRETIONARY PORTFOLIO CONSUMER DISCRETIONARY PORTFOLIO) (72%)
- FCNIX (FIDELITY ADVISOR CONSUMER DISCRETIONARY FUND CLASS I) (72%)
- FSAVX (AUTOMOTIVE PORTFOLIO AUTOMOTIVE PORTFOLIO) (71%)
- FBMPX (MULTIMEDIA PORTFOLIO MULTIMEDIA PORTFOLIO) (71%)
- RYLIX (LEISURE FUND INVESTOR CLASS) (55%)
- VCDAX (VANGUARD CONSUMER DISCRETIONARY INDEX FUND ADMIRAL SHARES) (54%)
- RYRIX (RETAILING FUND INVESTOR CLASS) (54%)
Best ETFs
- FCL (Focus Morningstar Consumer Cyclical Index ETF) (100%)
- XLY (Consumer Discretionary Select Sector SPDR Fund) (96%)
- XHB (SPDR S&P Homebuilders ETF) (95%)
- ITB (iShares U.S. Home Construction ETF) (94%)
- RTH (VanEck Retail ETF) (94%)
- RXI (iShares Global Consumer Discretionary ETF) (92%)
- BJK (VanEck Gaming ETF) (92%)
- FXD (First Trust Consumer Discretionary AlphaDEX Fund) (91%)
- IYC (iShares U.S. Consumer Discretionary ETF) (87%)
- PEJ (Invesco Leisure and Entertainment ETF) (84%)
Latest Articles Related to VCR
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
