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Vanguard Energy Index Fund (VENAX)

56.24
+0.09
+(0.16%)
At close: 8:04:27 PM EDT
Loading Chart for VENAX
  • Previous Close 56.15
  • YTD Return -6.83%
  • Expense Ratio 0.09%
  • Category Equity Energy
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 8.09B
  • Beta (5Y Monthly) 0.91
  • Yield 3.50%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.47
  • Inception Date Oct 7, 2004

The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the energy sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Vanguard

Fund Family

Equity Energy

Fund Category

8.09B

Net Assets

2004-10-07

Inception Date

Performance Overview: VENAX

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Trailing returns as of 5/7/2025. Category is Equity Energy.

YTD Return

VENAX
6.83%
Category
43.81%
 

1-Year Return

VENAX
11.30%
Category
70.12%
 

3-Year Return

VENAX
5.79%
Category
11.73%
 

5-Year Return

VENAX
21.88%
Category
4.80%
 

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Holdings: VENAX

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Sector Weightings

SectorVENAX
Energy   99.80%
Utilities   0.06%
Industrials   0.03%
Real Estate   0.00%
Technology   0.00%
Healthcare   0.00%

Recent News: VENAX

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Research Reports: VENAX

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