Summary
VPU
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 13.88% Volatility 15.64% Sharpe 0.98
Official loaded data — not a live quote.

VANGUARD UTILITIES INDEX FUND ETF SHARES

Symbol: VPU

Exchange: NYSE

Sector: Utilities

Category: Utilities

Inception date: 26/01/2004

Latest date: 16/07/2026

Current price: $196.49

Expense ratio: 0.09%

Assets under management
$10.8B
0.47% 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

1.39%

Ann. -20.90% (Sharpe / Sortino numerator)

Volatility

17.12%

Sharpe ratio

-1.433

VaR 95%

-1.23%

CVaR 95%: -2.67%
Max drawdown: -5.57%
Sortino ratio: -1.317
Calmar ratio: -3.75

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

-1.35%

Ann. 31.16% (Sharpe / Sortino numerator)

Volatility

16.28%

Sharpe ratio

1.691

VaR 95%

-1.47%

CVaR 95%: -2.40%
Max drawdown: -6.99%
Sortino ratio: 1.995
Calmar ratio: 4.46

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

5.48%

Ann. 11.75% (Sharpe / Sortino numerator)

Volatility

14.53%

Sharpe ratio

0.559

VaR 95%

-1.35%

CVaR 95%: -2.13%
Max drawdown: -8.90%
Sortino ratio: 0.737
Calmar ratio: 1.32

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

13.88%

Ann. 18.93% (Sharpe / Sortino numerator)

Volatility

15.64%

Sharpe ratio

0.978

VaR 95%

-1.44%

CVaR 95%: -2.30%
Max drawdown: -8.90%
Sortino ratio: 1.244
Calmar ratio: 2.13

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

36.44%

Ann. 21.96% (Sharpe / Sortino numerator)

Volatility

15.41%

Sharpe ratio

1.189

VaR 95%

-1.52%

CVaR 95%: -2.23%
Max drawdown: -10.25%
Sortino ratio: 1.631
Calmar ratio: 2.14

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

50.05%

Ann. 14.00% (Sharpe / Sortino numerator)

Volatility

15.93%

Sharpe ratio

0.651

VaR 95%

-1.69%

CVaR 95%: -2.31%
Max drawdown: -18.61%
Sortino ratio: 0.904
Calmar ratio: 0.75

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

0.056%

Best day

2.753%

23/04/2026
Worst day

-3.995%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $195.57 $197.06 $195.14 $196.49 258,800
15/07/2026 $197.68 $198.57 $195.32 $195.62 171,700
14/07/2026 $198.41 $200.00 $196.95 $197.39 196,500
13/07/2026 $196.39 $198.20 $196.39 $197.48 163,600
10/07/2026 $195.02 $196.60 $195.02 $196.17 138,000
09/07/2026 $196.62 $197.01 $194.80 $194.97 157,800
08/07/2026 $197.38 $197.64 $195.58 $195.85 236,000
07/07/2026 $196.72 $199.86 $196.72 $197.25 234,900
06/07/2026 $197.29 $197.94 $194.94 $195.62 220,700
02/07/2026 $194.48 $197.72 $194.48 $197.54 272,000