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VAARX: Vanguard Asset Allocation Adm (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/13/2001 |
Last Dividend Date: | 12/16/2011 |
12-Mo. Yield | 1.21% |
Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/13/2001 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.1 | 14.3 | -1.1 | 3.7 | 3.2 | 4.7 | -0.3 | 15.6 | 18.1 | -36.4 | 6.7 | 16.1 | 5.1 | 11.2 | 26.7 | -15.2 | -0.7 |
Sharpe Ratio | NA | 0.0 | 0.94 | -0.07 | 0.12 | 0.1 | 5.84 | -0.02 | 1.25 | 0.77 | -0.91 | 0.27 | 1.3 | 0.28 | 1.12 | 1.61 | -0.7 | -0.22 |
Draw Down(%) | NA | 17.4 | 17.4 | 52.7 | 52.7 | 52.7 | 0.4 | 17.4 | 9.2 | 25.4 | 47.2 | 7.7 | 6.9 | 7.0 | 6.3 | 13.8 | 27.3 | 13.8 |
Standard Deviation(%) | NA | 18.5 | 15.2 | 24.1 | 20.0 | 19.7 | 3.1 | 19.3 | 12.4 | 23.3 | 40.9 | 13.6 | 9.9 | 10.3 | 9.2 | 16.2 | 23.5 | 15.7 |
Treynor Ratio | NA | 0.0 | 0.11 | -0.01 | 0.02 | 0.01 | 0.73 | 0.0 | 0.14 | 0.13 | -0.21 | 0.03 | 0.09 | 0.02 | 0.08 | 0.15 | -0.1 | -0.03 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | -0.01 | 0.04 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 |
Beta | NA | 1.3 | 1.25 | 1.52 | 1.54 | 1.53 | 0.25 | 1.37 | 1.15 | 1.4 | 1.74 | 1.46 | 1.45 | 1.53 | 1.27 | 1.68 | 1.65 | 1.31 |
RSquared | NA | 0.89 | 0.93 | 0.95 | 0.95 | 0.95 | 0.23 | 0.94 | 0.98 | 0.98 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.96 | 0.96 | 0.98 |
Yield(%) | N/A | 1.8 | 2.4 | 1.7 | 2.3 | N/A | 0.0 | 1.9 | 1.9 | 2.1 | 1.9 | 2.5 | 2.3 | 2.0 | 2.2 | 1.6 | 2.0 | 1.4 |
Dividend Growth(%) | N/A | 15.4 | -32.6 | 9.6 | N/A | N/A | -100.0 | 15.4 | 2.2 | -31.0 | -18.9 | 17.8 | 26.2 | -5.3 | 66.2 | -32.0 | 47.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/13/2001
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