Vanguard

Vanguard Group

Annualized+19.96%
Alpha+6.64%
Total Return+976.51%
Start Date2013-08-14
Years Tracked13y 28d
Top HoldingsTop 5
Latest Period2025-Q4Holdings
Max Drawdown40.82%
Recovery Period1y 20d
Sharpe Ratio0.92
Composite RankRank #16Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2025-Q4Filing Date2026-01-29