Vanguard index funds returns

    • PDF Stable Income Fund - Vanguard - Retirement Plans

      Stable Income Fund Stable value fund ... Bond mutual funds: (53% of assets) are invested in two bond mutual funds offered by Vanguard. Vanguard GNMA Fund (5%) and Vanguard Short-Term Bond Index Fund (48%). Vanguard GNMA Fund is broadly diversified across the universe of GNMA mortgage-backed ...


    • PDF Vanguard 500 Index Fund

      Vanguard 500 Index Fund. Contents ... copies will apply to all the funds you hold through an intermediary or directly with ... The returns shown do not reflect taxes that a shareholder would pay on fund distributions or on the sale of fund shares.


    • [PDF File]PDF VanguardInstitutional Index Fund - Vanguard - Retirement Plans

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      Vanguard Institutional Index Fund seeks to track ... The chance that returns from large-capitalization stocks will trail returns from the overall stock market. Large-cap stocks tend to go ... For more information about Vanguard funds or to obtain a prospectus, see below for which situation is ...


    • Vanguard S&P 500 Index ETF VFV Fact Sheet

      ŁThe S&P 500 Index is a market-capitalization-weighted index that is designed to represent the returns of large-capitalization U.S. stocks. *The management fee is equal to the fee paid by the Vanguard fund to Vanguard Investments Canada Inc., and does not include applicable taxes or other fees and expenses of the Vanguard fund.


    • [PDF File]PDF START SAVING PROGRAM Funds Managed by The Vanguard Group ...

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      START SAVING PROGRAM Funds Managed by The Vanguard Group Average Annual Returns, Updated Quarterly - As of June 30, 2019 Since Annual Total Fund 1 Year 3 Years 5 Years 10 Years Inception Return 2018


    • PDF Index 2025 Retirement Solution - Vanguard - Retirement Plans

      The Index Retirement Solution Funds utilize a broad range of asset classes and a regular rebalancing process to provide diversification of returns and risks consistent with the stated time period to retirement. Portions of the assets in the Index Retirement Solution Funds invest in various index or other collective investment


    • [PDF File]PDF Total Return Chart MonthlyReturns - Vanguard

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      Total Returns | August 31, 2019 Vanguard Total Returns | August 31, 2019 Vanguard Total Return Chart Average Annual Total Returns* for Periods Ended August31, 2019 Vanguard Fund Name Fund No. Ticker Symbol Inception Date Fees Expense Ratio Month Quarter Year to Date 1 Year 3 Years 5 Years 10 Years Since Inception** Stock Funds All values ...


    • PDF Vanguard Target Retirement Funds

      Vanguard Target Retirement Funds Supplement Dated February 21, 2019, to the Prospectus Dated January 28, 2019 Prospectus Text Changes The "Average Annual Total Returns" table for Vanguard Target Retirement Income Fund is replaced with the following: Average Annual Total Returns for Periods Ended December 31, 2018 1 Year 5 Years 10 Years


    • Vanguard Growth Index Fund

      Title: Vanguard Growth Index Fund Author: Registered to: VANGUARD Subject: The Vanguard Growth Index Fund seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.


    • [PDF File]PDF Vanguard's Principles for Investing Success

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      Index data to compute relative excess returns were provided by Thomson Reuters Datastream. More information is available in the Vanguard research paper Mutual Fund Ratings and Future Performance (Philips and Kinniry, 2010). Cash flows for Morningstar-rated stock funds in periods after the ratings were posted One Three Five Years -400 -300 ...


    • Vanguard Balanced ETF Portfolio

      Total returns for period ending August 31, 2019 ... Vanguard Balanced ETF Portfolio seeks to achieve its investment objective by primarily investing in ... The underlying funds are expected to be index funds that provide exposure to broad-based equity and fixed income markets.


    • [PDF File]PDF Vanguard Total Stock Market Index Fund

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      Market Index, and outpaced its multicapitalization core fund peers. • Seven of the fund's ten sectors recorded negative returns, with financials and industrials detracting the most from results. Health care was the top contributor. • Please note that in November, Vanguard lowered the investment minimum for the


    • [PDF File]PDF Vanguard Russell 1000 Index Funds

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      August 31, 2018, a trend reflected in the performance of the Vanguard Russell 1000 Index Funds. • Returns exceeded 12% for Vanguard Russell 1000 Value Index Fund and 27% for Vanguard Russell 1000 Growth Index Fund. Vanguard Russell 1000 Index Fund, which holds both value and growth stocks, returned nearly 20%.


    • [PDF File]PDF Performance of Actively Managed Versus Index Funds: the ...

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      Three of the index funds were established only in May 1998. The need to use as many index funds as possible for as many years as possible restricted the study to the ten-year period, July 1998 through June 2008. Here is the list of the Vanguard managed funds that have operated for this


    • PDF Where will your goals take you?

      ote Calculations are based on the monthly net returns for 600 Australian balanced funds from January 1990 to June 2016. For details of the methodology, see the Vanguard white paper Vanguard's approach to constructing Australian Diversi˜ed Funds (Geysen et al. 2017). Source: Vanguard calculations using data from Morningstar.


    • [PDF File]PDF Time-Zone Arbitrage in Vanguard International Index Funds

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      This paper shows that Vanguard international index funds were not immune to the opportunity to profit from stale prices and market timing. However we find no evidence that market timing caused the returns of these funds or of other fund families to sink below those of their corresponding indexes. This appears


    • [PDF File]PDF VanguardTotal Stock Market Index Fund

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      Vanguard Total Stock Market Index Fund seeks ... Investment returns and principal value will fluctuate, so investors™ shares, when sold, ... For more information about Vanguard funds or to obtain a prospectus, see below for which situation is right for you.


    • [PDF File]PDF VanguardTarget Retirement 2025 Trust Plus

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      VanguardTarget Retirement 2025 Trust Plus Balanced fund (stocks and bonds) ConnectwithVanguardfi>vanguard.com Plain talk about risk The trust is subject to several stock and bond market risks, any of which could cause an investor to lose money. However, based on the trust™s current


    • [PDF File]PDF Vanguard International Stock Index Funds

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      • For the fiscal year, Vanguard European Stock Index Fund returned -8.53% and Vanguard Pacific Stock Index Fund returned -7.53%. (All returns are for Investor Shares.) Both funds' returns trailed their benchmark indexes, in part because of fair-value pricing adjustments (see the Glossary).


    • [PDF File]PDF Vanguard Growth Index Fund

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      The Board of Trustees of Vanguard Growth Index Fund has approved a change to ... or that returns from th at sector will trail returns from the overall ... Total Stock Market ETF 1 Investing in Index Funds 64


    • [PDF File]PDF Vanguard Bond Index Funds

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      • For the 12 months ended December 31, 2018, returns for Investor Shares of the funds in this report ranged from -4.51% for Vanguard Long-Term Bond Index Fund to 1.27% for Vanguard Short-Term Bond Index Fund. The three funds performed roughly in line with their benchmarks.


    • [PDF File]PDF Vanguard 500 Index Fund Summary Prospectus

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      The S&P 500 Index is determined, composed and calculated by S&P Dow Jones Indices without regard to Vanguard or the Vanguard 500 Index Fund. S&P Dow Jones Indices have no obligation to take the needs of Vanguard or the owners of Vanguard 500 Index Fund into consideration in determining, composing or calculating the S&P 500 Index.


    • [PDF File]PDF Vanguard Russell 2000 Index Funds

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      These broad trends were reflected in the performance of the three Vanguard Russell 2000 Index Funds. • Results ranged from about 20% for Vanguard Russell 2000 Value Index Fund to more than 30% for Vanguard Russell 2000 Growth Index Fund. Vanguard Russell 2000 Index Fund, which includes both growth and value stocks, returned more than 25%.


    • [PDF File]PDF Vanguard Real Estate Index Funds

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      • For the 12 months ended January 31, 2019, Vanguard Real Estate Index Fund returned 9.53% for Investor Shares. Returns were a bit higher for Institutional and Admiral Shares as well as for Vanguard Real Estate II Index Fund. The results were in line with those of the funds' benchmark index.


    • [PDF File]PDF Vanguard Total World Stock Index Fund - Mutual funds, IRAs ...

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      • For the 12 months ended October 31, 2018, Vanguard Total World Stock Index Fund returned -0.9 1% for Investor Shares. That performance was roughly in line with the return of -0.62% for its benchmark index and better than the average return of -1.29% for peer funds.


    • [PDF File]PDF VanguardTarget Retirement 2020 Trust Plus

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      Vanguard Target Retirement 2020 Trust Plus seeks to provide capital appreciation and current income consistent with its current asset allocation. Investment strategy The trust invests in Vanguard mutual funds using an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2020 (the


    • [PDF File]PDF Fidelity vs. Vanguard

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      Vanguard has one of the best funds available by far. But if you're looking for a niche sector fund, forget it: Vanguard only offers broad market sector funds. Fidelity has more than 40 sector funds. In 2004, Vanguard introduced 10 new sector index funds. But with $100,000 minimums (as opposed to $2,500 on Fidelity sec-


    • [PDF File]PDF Stable Value Fund - Vanguard - Retirement Plans

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      transfer money from the Stable Value Fund to Vanguard Prime Money Market Fund, you would do it like this: On January 20, transfer the money from the Stable Value Fund into any of the other funds in the plan except Vanguard Prime Money Market Fund or Vanguard Inflation-Protected Securities Fund* (for instance, Vanguard Total Bond Market Index Fund).


    • [PDF File]PDF Do Vanguard's Managed Funds Beat Its Index Funds?

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      We wish to describe each of Vanguard's managed funds in terms of its index funds. The index funds we use are the entire collection of 12 diversified equity funds available over the four year period, January 2003­December 2006. These are 1. 500 Idx , 2. Emerging Market Idx , 3. Europe Idx ,


    • Vanguard Investor Funds

      Unlike indices - which are theoretical measures - index funds will incur actual costs in assembling portfolios, for instance, brokerage. While index funds seek to minimise these costs, they usually result in the returns of index funds being less than the returns of the relevant indices. About the Funds


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