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VFMFX: Vanguard U.S. Multifactor Fund Admiral Shares (MUTUAL FUND)
Basic Info 52.79 0.2(0.38%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 02/16/2018 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 3.02% |
| Expenses | 0.18% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 13.9 | 29.7 | 22.1 | 12.6 | 11.6 | 14.4 | 17.2 | 17.9 | -5.8 | 30.8 | 3.6 | 21.8 | -11.5 |
| Sharpe Ratio | NA | 2.32 | 2.12 | 1.15 | 0.55 | 0.46 | 0.61 | 0.89 | 0.9 | -0.32 | 1.69 | 0.09 | 1.49 | -0.9 |
| Draw Down(%) | NA | 7.5 | 7.5 | 20.8 | 20.8 | 41.2 | 19.1 | 8.4 | 11.0 | 18.3 | 7.4 | 41.2 | 8.4 | 23.5 |
| Standard Deviation(%) | NA | 13.7 | 13.3 | 16.2 | 18.0 | 21.1 | 19.3 | 15.2 | 15.9 | 22.9 | 18.2 | 38.8 | 13.6 | 16.2 |
| Treynor Ratio | NA | 0.39 | 0.32 | 0.2 | 0.11 | 0.1 | 0.13 | 0.14 | 0.14 | -0.08 | 0.28 | 0.03 | 0.2 | -0.16 |
| Alpha | NA | 0.05 | 0.02 | 0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.02 | 0.05 | 0.01 | -0.06 | -0.03 | -0.02 |
| Beta | NA | 0.82 | 0.89 | 0.94 | 0.92 | 0.99 | 0.93 | 0.99 | 1.0 | 0.85 | 1.12 | 1.07 | 1.02 | 0.94 |
| RSquared | NA | 0.73 | 0.71 | 0.78 | 0.79 | 0.86 | 0.85 | 0.72 | 0.73 | 0.86 | 0.71 | 0.94 | 0.9 | 0.91 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 3.7 | 2.0 | 1.9 | 1.8 | 1.5 | 1.9 | 1.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 5.6 | 123.9 | -7.7 | 40.9 | 19.0 | -7.3 | 34.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2018
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