Name: Vanguard Investor Fund Data
Creator: Kaggle
License: https://creativecommons.org/publicdomain/zero/1.0/

About this Dataset

Vanguard Investor Fund Data

This data was sourced from the Vanguard Investor website.
You can see the associated Exploratory Data Analysis in Vanguard Investor Fund Data EDA
.
It contains all available information for each listed fund, ranging from general information like the investment region to the fund's performance on a given month.

Tables

Info

@kaggle.callumrafter_vanguard_investor_fund_data.info

6.99 kB
86 rows
6 columns

CREATE TABLE info (
  "fund_name" VARCHAR,
  "region" VARCHAR,
  "risk_level" BIGINT,
  "management_type" VARCHAR,
  "number_of_assets" BIGINT,
  "ongoing_charge" DOUBLE
);

Performance

@kaggle.callumrafter_vanguard_investor_fund_data.performance

121.89 kB
193 rows
87 columns

CREATE TABLE performance (
  "date" VARCHAR,
  "lifestrategy_20_equity_fund" DOUBLE  -- LifeStrategy® 20% Equity Fund,
  "lifestrategy_40_equity_fund" DOUBLE  -- LifeStrategy® 40% Equity Fund,
  "lifestrategy_60_equity_fund" DOUBLE  -- LifeStrategy® 60% Equity Fund,
  "lifestrategy_80_equity_fund" DOUBLE  -- LifeStrategy® 80% Equity Fund,
  "lifestrategy_100_equity_fund" DOUBLE  -- LifeStrategy® 100% Equity Fund,
  "sustainablelife_40_50_equity_fund" DOUBLE  -- SustainableLife 40-50% Equity Fund,
  "sustainablelife_60_70_equity_fund" DOUBLE  -- SustainableLife 60-70% Equity Fund,
  "sustainablelife_80_90_equity_fund" DOUBLE  -- SustainableLife 80-90% Equity Fund,
  "target_retirement_2015_fund" DOUBLE,
  "target_retirement_2020_fund" DOUBLE,
  "target_retirement_2025_fund" DOUBLE,
  "target_retirement_2030_fund" DOUBLE,
  "target_retirement_2035_fund" DOUBLE,
  "target_retirement_2040_fund" DOUBLE,
  "target_retirement_2045_fund" DOUBLE,
  "target_retirement_2050_fund" DOUBLE,
  "target_retirement_2055_fund" DOUBLE,
  "target_retirement_2060_fund" DOUBLE,
  "target_retirement_2065_fund" DOUBLE,
  "active_u_k_equity_fund" DOUBLE  -- Active U.K. Equity Fund,
  "emerging_markets_bond_fund" DOUBLE,
  "emerging_markets_stock_index_fund" DOUBLE,
  "esg_developed_asia_pacific_all_cap_ucits_etf" VARCHAR,
  "esg_developed_europe_all_cap_ucits_etf" VARCHAR,
  "esg_developed_world_all_cap_equity_index_fund" DOUBLE,
  "esg_developed_world_all_cap_equity_index_fund_uk" DOUBLE  -- ESG Developed World All Cap Equity Index Fund (UK),
  "esg_emerging_markets_all_cap_equity_index_fund" DOUBLE,
  "esg_emerging_markets_all_cap_ucits_etf" VARCHAR,
  "esg_eur_corporate_bond_ucits_etf" VARCHAR,
  "esg_global_all_cap_ucits_etf" DOUBLE,
  "esg_global_corporate_bond_index_fund" VARCHAR,
  "esg_global_corporate_bond_ucits_etf" DOUBLE,
  "esg_north_america_all_cap_ucits_etf" VARCHAR,
  "esg_usd_corporate_bond_ucits_etf" VARCHAR,
  "eur_corporate_bond_ucits_etf" DOUBLE,
  "eur_eurozone_government_bond_ucits_etf" DOUBLE,
  "euro_government_bond_index_fund" DOUBLE,
  "euro_investment_grade_bond_index_fund" DOUBLE,
  "ftse_100_index_unit_trust" DOUBLE,
  "ftse_100_ucits_etf" DOUBLE,
  "ftse_250_ucits_etf" DOUBLE,
  "ftse_all_world_high_dividend_yield_ucits_etf" DOUBLE,
  "ftse_all_world_ucits_etf" DOUBLE,
  "ftse_developed_asia_pacific_ex_japan_ucits_etf" DOUBLE,
  "ftse_developed_europe_ex_uk_ucits_etf" DOUBLE,
  "ftse_developed_europe_ex_u_k_equity_index_fund" DOUBLE  -- FTSE Developed Europe Ex-U.K. Equity Index Fund,
  "ftse_developed_europe_ucits_etf" DOUBLE,
  "ftse_developed_world_ex_u_k_equity_index_fund" DOUBLE  -- FTSE Developed World Ex-U.K. Equity Index Fund,
  "ftse_developed_world_ucits_etf" DOUBLE,
  "ftse_emerging_markets_ucits_etf" DOUBLE,
  "ftse_global_all_cap_index_fund" DOUBLE,
  "ftse_japan_ucits_etf" DOUBLE,
  "ftse_north_america_ucits_etf" DOUBLE,
  "ftse_u_k_all_share_index_unit_trust" DOUBLE  -- FTSE U.K. All Share Index Unit Trust,
  "ftse_u_k_equity_income_index_fund" DOUBLE  -- FTSE U.K. Equity Income Index Fund,
  "germany_all_cap_ucits_etf" DOUBLE,
  "global_aggregate_bond_ucits_etf" DOUBLE,
  "global_bond_index_fund" DOUBLE,
  "global_corporate_bond_index_fund" DOUBLE,
  "global_credit_bond_fund" DOUBLE,
  "global_emerging_markets_fund" DOUBLE,
  "global_equity_fund" DOUBLE,
  "global_equity_income_fund" DOUBLE,
  "global_short_term_bond_index_fund" DOUBLE,
  "global_short_term_corporate_bond_index_fund" DOUBLE,
  "global_small_cap_index_fund" DOUBLE,
  "global_sustainable_equity_fund" DOUBLE,
  "japan_government_bond_index_fund" DOUBLE,
  "japan_stock_index_fund" DOUBLE,
  "pacific_ex_japan_stock_index_fund" DOUBLE,
  "s_p_500_ucits_etf" DOUBLE  -- S\u0026P 500 UCITS ETF,
  "sri_european_stock_fund" DOUBLE,
  "sterling_short_term_money_market_fund" DOUBLE,
  "u_k_gilt_ucits_etf" DOUBLE  -- U.K. Gilt UCITS ETF,
  "u_k_government_bond_index_fund" DOUBLE  -- U.K. Government Bond Index Fund,
  "u_k_inflation_linked_gilt_index_fund" DOUBLE  -- U.K. Inflation-Linked Gilt Index Fund,
  "u_k_investment_grade_bond_index_fund" DOUBLE  -- U.K. Investment Grade Bond Index Fund,
  "u_k_long_duration_gilt_index_fund" DOUBLE  -- U.K. Long Duration Gilt Index Fund,
  "u_k_short_term_investment_grade_bond_index_fund" DOUBLE  -- U.K. Short-Term Investment Grade Bond Index Fund,
  "u_s_equity_index_fund" DOUBLE  -- U.S. Equity Index Fund,
  "u_s_government_bond_index_fund" DOUBLE  -- U.S. Government Bond Index Fund,
  "u_s_investment_grade_credit_index_fund" DOUBLE  -- U.S. Investment Grade Credit Index Fund,
  "usd_corporate_1_3_year_bond_ucits_etf" DOUBLE,
  "usd_corporate_bond_ucits_etf" DOUBLE,
  "usd_emerging_markets_government_bond_ucits_etf" DOUBLE,
  "usd_treasury_bond_ucits_etf" DOUBLE
);