VDEQX: VANGUARD DIVERSIFIED EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 45.44 0.41(0.89%) April 19
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (73%) |
Start Date: | 06/16/2005 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 10.28% |
Expenses | 0.35% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | 3.4 | 20.9 | 3.8 | 12.4 | 10.9 | 13.8 | 9.2 | 27.5 | -22.9 | 22.2 | 29.0 | 31.4 | -5.4 | 17.3 | 8.4 | 0.8 | 11.1 | 35.4 | 17.5 | -1.0 | 16.1 | 33.8 | -39.3 | 4.4 | 12.9 | 5.2 |
Sharpe Ratio | NA | 1.8 | 1.75 | 0.15 | 0.51 | 0.56 | NA | 0.41 | 1.6 | -0.9 | 1.53 | 0.82 | 2.2 | -0.38 | 1.9 | 0.55 | 0.05 | 0.89 | 3.0 | 1.26 | -0.04 | 0.83 | 1.22 | -0.99 | 0.09 | 0.84 | 0.72 |
Draw Down(%) | NA | 2.8 | 11.9 | 29.3 | 35.5 | 35.5 | NA | 56.3 | 11.9 | 27.7 | 6.5 | 35.5 | 7.4 | 21.3 | 4.8 | 13.6 | 12.7 | 8.6 | 5.4 | 11.4 | 21.9 | 16.8 | 25.0 | 50.5 | 10.8 | 10.1 | 5.3 |
Standard Deviation(%) | NA | 12.7 | 13.1 | 19.3 | 22.7 | 18.9 | NA | 20.4 | 14.7 | 27.2 | 14.5 | 35.1 | 13.7 | 17.6 | 8.8 | 14.8 | 15.7 | 12.5 | 11.8 | 13.9 | 25.9 | 19.3 | 27.6 | 40.5 | 16.0 | 11.4 | 10.1 |
Treynor Ratio | NA | 0.35 | 0.35 | 0.04 | 0.15 | 0.13 | NA | 0.09 | 0.34 | -0.34 | 0.38 | 0.31 | 0.49 | -0.08 | 0.21 | 0.09 | 0.01 | 0.12 | 0.37 | 0.19 | -0.01 | 0.16 | 0.3 | -0.38 | 0.01 | 0.11 | 0.08 |
Alpha | NA | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.01 | 0.03 | 0.05 | -0.07 | 0.01 | -0.03 | -0.02 | 0.04 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | -0.02 | 0.04 | -0.03 |
Beta | NA | 0.66 | 0.66 | 0.68 | 0.77 | 0.78 | NA | 0.88 | 0.7 | 0.71 | 0.58 | 0.93 | 0.62 | 0.82 | 0.8 | 0.95 | 0.95 | 0.89 | 0.96 | 0.93 | 0.93 | 1.0 | 1.11 | 1.06 | 0.95 | 0.85 | 0.87 |
RSquared | NA | 0.89 | 0.77 | 0.87 | 0.86 | 0.85 | NA | 0.89 | 0.8 | 0.92 | 0.73 | 0.89 | 0.68 | 0.94 | 0.62 | 0.9 | 0.95 | 0.95 | 0.95 | 0.94 | 0.9 | 0.98 | 0.97 | 0.97 | 0.95 | 0.93 | 0.89 |
Yield(%) | N/A | 0.0 | 5.2 | 6.8 | 8.7 | 8.1 | 13.8 | N/A | 5.7 | 8.9 | 8.2 | 7.0 | 8.8 | 5.8 | 1.2 | 7.9 | 8.7 | 5.2 | 2.8 | 1.8 | 1.2 | 1.2 | 1.4 | 4.2 | 3.1 | 2.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -56.2 | 39.5 | 74.4 | N/A | N/A | N/A | -56.2 | 24.3 | 38.9 | -1.5 | 33.7 | 469.4 | -84.4 | -17.8 | 77.8 | 139.4 | 83.3 | 44.0 | 19.0 | 10.5 | -80.8 | 35.6 | 37.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.92% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.72% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.95% (98%)
- GAM (General American Investors Closed Fund) 0.54% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.72% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.89% (97%)
- FXBY (Foxby Corp) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.51% (22%)