Vanguard Australian Shares Index ETF Investment Review and Details

The Vanguard Australian Shares Index ETF is a popular investment option for Australians looking to diversify their portfolio. It tracks the performance of the S&P/ASX 200 index.

This ETF is designed to provide broad exposure to the Australian share market, with a focus on large-cap stocks. It has a low fee structure, making it an attractive option for cost-conscious investors.

The Vanguard Australian Shares Index ETF has a net asset value (NAV) of around $5.50, which is subject to change based on market conditions. It also has a total expense ratio (TER) of 0.12%, which is relatively low compared to other ETFs on the market.

Investors can buy and sell units in this ETF through various channels, including online brokerages and financial institutions.

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The Vanguard Australian Shares Index ETF has an annualised volatility of 13.45%, giving you a sense of the level of uncertainty surrounding this investment.

To put this into perspective, a higher volatility means the value of your investment can fluctuate more rapidly. I've seen this happen with other investments, where a small dip can quickly turn into a larger drop.

Related reading: Volatility Index Etf

The maximum drawdown of the investment product in the last 12 months is -3.84%, and -26.84% since inception. This means that at its worst, the value of your investment could have fallen by up to 26.84% since it first started.

It's worth noting that the Sharpe ratio is NA, which is a common metric used to evaluate risk-adjusted returns.

The recent investment performance of the Vanguard Australian Shares Index ETF is a great place to start when evaluating its overall performance. Recently, it returned 3.09% in the last month.

The ETF has consistently shown strong returns over the past few years, with an annualised return of 8.13% over the previous three years. This is impressive, especially considering the long-term performance.

Looking at the data, you can see that the ETF has produced some notable returns over the past year, with a 7.55% return in 2024. This is a significant increase from the previous year.

Here's a breakdown of the ETF's performance over the past two years:

Overall, the ETF's recent performance is a promising sign, but it's essential to consider its performance over the long term and in comparison to its peers.

Risk is measured in various ways, each providing a unique insight into the risk present. The Sharpe ratio, for instance, is NA for Vanguard Australian Shares Index ETF, indicating a lack of data on this specific metric.

Annualised volatility is another key risk measurement, with Vanguard Australian Shares Index ETF boasting a relatively low volatility of 13.45%. This suggests that the investment's value may not fluctuate drastically over time.

The maximum drawdown is a critical risk metric, revealing the largest decline in an investment's value during a particular time period. In the case of Vanguard Australian Shares Index ETF, the maximum drawdown in the last 12 months was -3.84%, and a more significant decline of -26.84% since its inception.

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