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VASGX: VANGUARD LIFESTRATEGY GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 43.33 0.41(0.96%) May 03
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (89%) |
Start Date: | 09/30/1994 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.97% |
Expenses | 0.14% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1994 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 4.4 | 16.7 | 2.9 | 8.0 | 7.6 | 10.0 | 7.3 | 7.3 | 18.8 | -17.3 | 14.4 | 15.5 | 23.1 | -6.9 | 19.2 | 8.3 | -1.2 | 7.2 | 21.2 | 14.4 | -2.3 | 15.2 | 25.0 | -34.4 | 7.5 | 16.1 | 6.9 | 13.4 | 28.5 | -15.8 | -8.9 | -5.4 | 13.9 | 17.1 | 17.3 | 10.7 | 24.5 | -1.7 |
Sharpe Ratio | NA | 1.04 | 1.34 | 0.05 | 0.4 | 0.49 | NA | NA | 0.38 | 1.43 | -1.03 | 1.41 | 0.59 | 2.44 | -0.69 | 3.62 | 0.72 | -0.1 | 0.83 | 2.36 | 1.36 | -0.11 | 1.0 | 1.05 | -0.96 | 0.32 | 1.35 | 0.53 | 1.36 | 2.04 | -0.83 | -0.68 | -0.61 | 0.88 | 0.92 | 1.15 | 0.77 | 3.11 | -1.39 |
Draw Down(%) | NA | 4.4 | 9.7 | 24.4 | 28.5 | 28.5 | NA | NA | 51.2 | 9.7 | 24.0 | 4.4 | 28.5 | 4.8 | 15.5 | 1.6 | 8.9 | 11.0 | 6.6 | 6.5 | 8.9 | 18.2 | 12.2 | 24.6 | 45.5 | 8.3 | 8.4 | 6.1 | 6.7 | 12.0 | 26.8 | 24.3 | 13.3 | 7.9 | 16.9 | 7.6 | 7.1 | 3.0 | 4.1 |
Standard Deviation(%) | NA | 9.3 | 9.6 | 13.2 | 16.0 | 13.3 | NA | NA | 15.1 | 10.2 | 18.2 | 10.2 | 25.6 | 8.9 | 11.9 | 5.1 | 11.3 | 11.5 | 8.6 | 9.0 | 10.6 | 20.1 | 15.1 | 23.8 | 36.6 | 13.9 | 9.5 | 8.9 | 9.2 | 13.6 | 20.4 | 16.6 | 15.6 | 12.1 | 15.1 | 11.9 | 9.2 | 6.6 | 7.4 |
Treynor Ratio | NA | 0.09 | 0.13 | 0.01 | 0.05 | 0.05 | NA | NA | 0.04 | 0.14 | -0.17 | 0.13 | 0.12 | 0.18 | -0.07 | 0.15 | 0.06 | -0.01 | 0.06 | 0.16 | 0.1 | -0.02 | 0.11 | 0.17 | -0.23 | 0.03 | 0.09 | 0.04 | 0.1 | 0.2 | -0.12 | -0.09 | -0.09 | 0.1 | 0.11 | 0.13 | 0.07 | 0.23 | -0.13 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 |
Beta | NA | 1.09 | 1.02 | 1.09 | 1.16 | 1.19 | NA | NA | 1.3 | 1.02 | 1.11 | 1.12 | 1.22 | 1.22 | 1.18 | 1.22 | 1.39 | 1.29 | 1.27 | 1.29 | 1.41 | 1.46 | 1.42 | 1.43 | 1.55 | 1.5 | 1.39 | 1.33 | 1.28 | 1.42 | 1.45 | 1.31 | 1.09 | 1.06 | 1.22 | 1.04 | 0.96 | 0.9 | 0.81 |
RSquared | NA | 0.95 | 0.8 | 0.91 | 0.95 | 0.94 | NA | NA | 0.94 | 0.81 | 0.96 | 0.85 | 0.98 | 0.96 | 0.96 | 0.9 | 0.93 | 0.95 | 0.96 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.95 | 0.95 | 0.96 | 0.98 | 0.97 | 0.98 | 0.93 | 0.89 | 0.85 | 0.75 | 0.63 | 0.58 |
Yield(%) | N/A | 0.0 | 3.2 | 2.7 | 3.4 | 3.7 | 5.4 | 4.3 | N/A | 3.4 | 1.7 | 3.9 | 3.9 | 2.8 | 3.9 | 2.5 | 2.4 | 4.3 | 2.9 | 2.4 | 3.8 | 2.1 | 2.3 | 2.5 | 2.0 | 2.4 | 2.3 | 2.1 | 2.9 | 1.9 | 1.8 | 2.2 | 3.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 63.2 | -0.3 | 24.3 | 101.9 | N/A | N/A | N/A | 63.2 | -51.6 | 10.6 | 67.1 | -35.1 | 81.9 | 12.5 | -48.4 | 57.0 | 36.2 | -28.4 | 76.1 | 2.2 | 9.8 | -18.0 | -13.8 | 18.4 | 19.5 | -22.6 | 89.3 | -12.5 | -25.6 | -36.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1994
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