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VSTCX: VANGUARD STRATEGIC SMALL-CAP EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 38.8 0.28(0.73%) May 03
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (54%) |
Start Date: | 04/26/2006 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.26% |
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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 | Since 04/26/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | 3.7 | 29.8 | 6.5 | 11.0 | 8.7 | 13.3 | 7.9 | 24.5 | -13.0 | 33.5 | 8.4 | 22.2 | -11.9 | 4.4 | 20.6 | -3.1 | 10.4 | 41.9 | 17.3 | 0.8 | 27.2 | 24.3 | -36.2 | -4.3 | 3.8 |
Sharpe Ratio | NA | 0.41 | 1.37 | 0.15 | 0.31 | 0.31 | NA | 0.27 | 1.02 | -0.52 | 0.96 | 0.18 | 1.26 | -0.69 | 0.28 | 1.15 | -0.19 | 0.67 | 2.85 | 1.05 | 0.02 | 1.11 | 0.7 | -0.82 | -0.38 | 0.13 |
Draw Down(%) | NA | 8.6 | 15.6 | 33.3 | 45.6 | 48.1 | NA | 62.5 | 15.6 | 24.2 | 18.5 | 45.6 | 10.2 | 28.6 | 7.1 | 13.8 | 13.1 | 11.8 | 5.9 | 13.3 | 28.1 | 20.2 | 33.8 | 52.1 | 17.5 | 13.0 |
Standard Deviation(%) | NA | 18.1 | 19.1 | 27.7 | 30.5 | 24.5 | NA | 25.8 | 20.0 | 27.8 | 34.8 | 44.5 | 16.5 | 19.2 | 13.2 | 17.8 | 16.5 | 15.4 | 14.7 | 16.6 | 31.9 | 24.4 | 34.7 | 45.0 | 19.5 | 17.3 |
Treynor Ratio | NA | 0.07 | 0.24 | 0.04 | 0.09 | 0.07 | NA | 0.07 | 0.2 | -0.14 | 0.28 | 0.07 | 0.19 | -0.12 | 0.03 | 0.2 | -0.03 | 0.1 | 0.39 | 0.17 | 0.01 | 0.27 | 0.25 | -0.37 | -0.07 | 0.02 |
Alpha | NA | 0.01 | 0.03 | 0.03 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.02 | 0.05 | -0.04 | -0.02 | 0.0 | -0.05 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | 0.0 | -0.02 | 0.0 |
Beta | NA | 1.1 | 1.07 | 1.06 | 1.08 | 1.08 | NA | 1.04 | 1.04 | 1.01 | 1.2 | 1.09 | 1.1 | 1.11 | 1.14 | 1.04 | 1.05 | 1.06 | 1.06 | 1.01 | 1.01 | 1.02 | 0.97 | 1.01 | 1.03 | 1.05 |
RSquared | NA | 0.97 | 0.93 | 0.67 | 0.83 | 0.85 | NA | 0.92 | 0.93 | 0.98 | 0.41 | 0.99 | 0.97 | 0.97 | 0.78 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 | 1.0 | 0.99 | 0.99 | 0.99 | 0.96 | 0.99 |
Yield(%) | N/A | 0.0 | 5.9 | 9.1 | 8.3 | 6.9 | 12.5 | N/A | 5.9 | 6.0 | 22.2 | 1.3 | 4.8 | 9.2 | 1.1 | 1.7 | 2.2 | 8.9 | 2.3 | 1.9 | 1.0 | 0.9 | 1.3 | 0.9 | 1.7 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -20.9 | 134.6 | 83.5 | N/A | N/A | N/A | -20.9 | -69.8 | 1668.2 | -67.9 | -58.5 | 746.2 | -17.0 | -30.9 | -74.6 | 425.5 | 41.7 | 80.0 | 42.9 | -12.5 | -5.9 | -52.8 | 140.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2006
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