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
VINAX: VANGUARD INDUSTRIALS INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 174.62 2.75(1.55%) June 05
| Asset Class: | Industrials |
| MyPlanIQ Rating: | (49%) |
| Start Date: | 01/26/2005 |
| Last Dividend Date: | 03/24/2026 |
| 12-Mo. Yield | 1.13% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 14.2 | 26.3 | 22.7 | 12.5 | 14.0 | 13.2 | 10.6 | 10.8 | 18.5 | 17.0 | 22.4 | -8.5 | 20.7 | 12.2 | 30.2 | -13.9 | 21.5 | 20.4 | -3.6 | 8.6 | 41.9 | 17.1 | -2.1 | 27.1 | 22.3 | -40.0 | 13.5 | 15.1 | 9.8 |
| Sharpe Ratio | NA | 1.69 | 1.43 | 1.14 | 0.54 | 0.6 | NA | NA | 0.44 | 0.8 | 0.91 | 1.21 | -0.43 | 1.27 | 0.3 | 1.85 | -0.82 | 2.2 | 1.32 | -0.23 | 0.61 | 3.17 | 1.1 | -0.08 | 1.2 | 0.65 | -0.98 | 0.62 | 0.91 | 0.69 |
| Draw Down(%) | NA | 12.2 | 12.2 | 20.6 | 23.0 | 42.5 | NA | NA | 63.4 | 19.3 | 8.5 | 13.2 | 22.5 | 7.8 | 42.5 | 8.2 | 24.5 | 4.2 | 10.2 | 14.1 | 11.6 | 5.7 | 12.0 | 27.7 | 18.6 | 38.3 | 52.3 | 11.1 | 13.3 | 7.7 |
| Standard Deviation(%) | NA | 20.0 | 16.5 | 17.1 | 18.4 | 20.5 | NA | NA | 21.7 | 19.7 | 14.7 | 15.5 | 23.1 | 16.3 | 40.0 | 15.5 | 18.7 | 9.5 | 15.2 | 15.9 | 14.0 | 13.2 | 15.6 | 28.6 | 22.5 | 34.0 | 41.7 | 16.8 | 12.9 | 12.0 |
| Treynor Ratio | NA | 0.34 | 0.24 | 0.19 | 0.1 | 0.12 | NA | NA | 0.1 | 0.16 | 0.13 | 0.19 | -0.1 | 0.21 | 0.12 | 0.29 | -0.15 | 0.21 | 0.2 | -0.04 | 0.09 | 0.42 | 0.17 | -0.02 | 0.27 | 0.22 | -0.41 | 0.1 | 0.12 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 1.4 | 1.6 | 1.4 | 1.4 | 1.5 | 2.1 | 1.6 | 1.9 | 2.2 | 1.8 | 1.7 | 1.4 | 2.3 | 1.9 | 1.6 | 1.5 | 1.5 | 1.5 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -73.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -3.3 | 4.3 | 8.4 | 22.5 | -4.3 | -9.1 | 13.1 | 0.4 | 5.5 | 10.8 | 16.6 | 58.9 | -28.9 | 21.5 | 42.8 | 27.2 | -38.1 | 11.4 | 31.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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 Industrials Asset Class Trend Rankings |
Top Rated Funds in Industrials
Best Mutual Funds
- FSRFX (TRANSPORTATION PORTFOLIO TRANSPORTATION PORTFOLIO) (96%)
- FSDAX (DEFENSE AND AEROSPACE PORTFOLIO DEFENSE AND AEROSPACE PORTFOLIO) (76%)
- FCLIX (FIDELITY ADVISOR INDUSTRIALS FUND CLASS I) (75%)
- FCYIX (INDUSTRIALS PORTFOLIO INDUSTRIALS PORTFOLIO) (74%)
- FSLEX (ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO ENVIRONMENT AND ALTERNATIVE ENERGY PORTFOLIO) (74%)
- FSAIX (AIR TRANPORTATION PORTFOLIO AIR TRANSPORTATION PORTFOLIO) (73%)
- PGIHX (Putnam Global Industrials Fund M Shs) (65%)
- RYPIX (TRANSPORTATION FUND INVESTOR CLASS) (55%)
- VINAX (VANGUARD INDUSTRIALS INDEX FUND ADMIRAL SHARES) (49%)
- FSCGX (INDUSTRIAL EQUIPMENT PORTFOLIO INDUSTRIAL EQUIPMENT PORTFOLIO) (32%)
Best ETFs
- XLI (Industrial Select Sector SPDR Fund) (96%)
- IYT (iShares US Transportation ETF) (94%)
- EVX (VanEck Environmental Services ETF) (91%)
- EXI (iShares Global Industrials ETF) (91%)
- FLM (First Trust Global Engineering and Construction ETF) (91%)
- FXR (First Trust Industrials/Producer Durables AlphaDEX Fund) (90%)
- ITA (iShares U.S. Aerospace & Defense ETF) (87%)
- IYJ (iShares U.S. Industrials ETF) (86%)
- PKB (Invesco Building & Construction ETF) (83%)
- PPA (Invesco Aerospace & Defense ETF) (83%)
Latest Articles Related to VINAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
