VEXRX: VANGUARD EXPLORER FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 110.74 0.43(0.39%) March 28
Asset Class: | Small Growth |
MyPlanIQ Rating: | (76%) |
Start Date: | 11/14/2001 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.59% |
Expenses | 0.34% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/15/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 7.3 | 24.5 | 2.5 | 11.4 | 10.5 | 15.0 | 9.8 | 9.7 | 19.9 | -23.2 | 16.1 | 31.5 | 31.4 | -2.3 | 23.3 | 12.5 | -4.2 | 4.5 | 44.6 | 15.0 | -1.7 | 27.6 | 36.5 | -40.3 | 5.0 | 9.9 | 9.5 | 13.9 | 44.4 | -24.5 | 8.7 |
Sharpe Ratio | NA | 1.47 | 1.25 | -0.03 | 0.38 | 0.42 | NA | NA | 0.38 | 0.9 | -0.84 | 0.86 | 0.83 | 1.89 | -0.19 | 2.15 | 0.68 | -0.26 | 0.29 | 3.22 | 0.9 | -0.06 | 1.24 | 1.25 | -1.02 | 0.12 | 0.42 | 0.52 | 0.76 | 2.34 | -1.02 | 5.23 |
Draw Down(%) | NA | 3.6 | 15.6 | 32.7 | 39.9 | 39.9 | NA | NA | 57.3 | 15.6 | 29.2 | 10.0 | 39.9 | 8.5 | 25.6 | 5.7 | 16.6 | 17.1 | 11.9 | 4.8 | 13.2 | 27.6 | 17.9 | 25.1 | 52.2 | 11.5 | 16.7 | 9.4 | 17.4 | 14.0 | 36.9 | 2.8 |
Standard Deviation(%) | NA | 15.8 | 16.2 | 22.1 | 25.2 | 21.3 | NA | NA | 22.2 | 17.6 | 29.5 | 18.7 | 37.7 | 15.9 | 19.2 | 10.6 | 18.0 | 16.4 | 15.7 | 13.8 | 16.8 | 30.7 | 22.3 | 29.2 | 40.2 | 17.4 | 15.9 | 14.1 | 17.1 | 18.7 | 25.1 | 18.2 |
Treynor Ratio | NA | 0.29 | 0.23 | -0.01 | 0.1 | 0.09 | NA | NA | 0.09 | 0.18 | -0.28 | 0.18 | 0.32 | 0.3 | -0.04 | 0.23 | 0.12 | -0.04 | 0.05 | 0.47 | 0.16 | -0.02 | 0.3 | 0.41 | -0.44 | 0.02 | 0.07 | 0.08 | 0.14 | 0.47 | -0.26 | 0.99 |
Alpha | NA | 0.02 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | 0.0 | 0.01 | 0.04 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.05 | 0.05 |
Beta | NA | 0.79 | 0.86 | 0.89 | 0.93 | 0.95 | NA | NA | 0.94 | 0.89 | 0.89 | 0.87 | 0.98 | 0.99 | 0.99 | 1.0 | 1.02 | 1.02 | 0.99 | 0.95 | 0.97 | 0.95 | 0.93 | 0.89 | 0.93 | 0.95 | 0.93 | 0.94 | 0.92 | 0.94 | 0.99 | 0.96 |
RSquared | NA | 0.94 | 0.96 | 0.97 | 0.97 | 0.97 | NA | NA | 0.98 | 0.97 | 0.98 | 0.92 | 0.98 | 0.97 | 0.98 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.96 | 0.96 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/15/2001
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