Summary
VDE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 37.00% Volatility 25.51% Sharpe 1.11
Official loaded data — not a live quote.

VANGUARD ENERGY INDEX FUND ETF SHARES

Symbol: VDE

Exchange: NYSE

Sector: Energy

Category: Equity Energy

Inception date: 23/09/2004

Latest date: 16/07/2026

Current price: $160.76

Expense ratio: 0.09%

Assets under management
$11.1B
0.51% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

3.78%

Ann. 61.24% (Sharpe / Sortino numerator)

Volatility

21.68%

Sharpe ratio

2.657

VaR 95%

-1.49%

CVaR 95%: -2.59%
Max drawdown: -5.74%
Sortino ratio: 3.325
Calmar ratio: 10.68

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.57%

Ann. 196.19% (Sharpe / Sortino numerator)

Volatility

22.10%

Sharpe ratio

8.713

VaR 95%

-1.85%

CVaR 95%: -2.51%
Max drawdown: -5.74%
Sortino ratio: 13.812
Calmar ratio: 34.20

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

20.91%

Ann. 85.55% (Sharpe / Sortino numerator)

Volatility

20.33%

Sharpe ratio

4.028

VaR 95%

-1.73%

CVaR 95%: -2.56%
Max drawdown: -5.74%
Sortino ratio: 6.481
Calmar ratio: 14.91

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.00%

Ann. 32.01% (Sharpe / Sortino numerator)

Volatility

25.51%

Sharpe ratio

1.113

VaR 95%

-1.97%

CVaR 95%: -3.96%
Max drawdown: -11.99%
Sortino ratio: 1.258
Calmar ratio: 2.67

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

31.45%

Ann. 15.07% (Sharpe / Sortino numerator)

Volatility

22.51%

Sharpe ratio

0.508

VaR 95%

-2.14%

CVaR 95%: -3.40%
Max drawdown: -21.41%
Sortino ratio: 0.613
Calmar ratio: 0.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

53.37%

Ann. 17.17% (Sharpe / Sortino numerator)

Volatility

21.75%

Sharpe ratio

0.623

VaR 95%

-2.09%

CVaR 95%: -3.14%
Max drawdown: -21.41%
Sortino ratio: 0.805
Calmar ratio: 0.80

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.134%

Best day

3.089%

03/02/2026
Worst day

-4.018%

06/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $159.94 $161.55 $159.77 $160.76 300,800
15/07/2026 $160.91 $161.25 $157.50 $159.42 593,100
14/07/2026 $161.01 $161.49 $159.11 $160.91 393,100
13/07/2026 $157.54 $160.82 $157.54 $160.15 523,700
10/07/2026 $155.63 $155.89 $153.55 $155.50 372,500
09/07/2026 $156.21 $156.49 $154.61 $154.81 353,700
08/07/2026 $156.80 $158.12 $155.00 $156.94 820,300
07/07/2026 $151.42 $154.80 $151.42 $154.33 494,200
06/07/2026 $149.96 $151.40 $149.88 $150.15 413,900
02/07/2026 $150.35 $151.79 $149.54 $150.44 476,400