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VADGX: Vanguard Advice Select Dividend Growth Fund (MUTUAL FUND)
Basic Info 30.43 0.21(0.69%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 11/09/2021 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 1.40% |
| Expenses | 0.45% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 11/09/2021 |
2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 4.4 | 10.4 | 10.5 | 6.8 | 10.7 | 10.4 | -3.9 | 3.6 |
| Sharpe Ratio | NA | 0.31 | 0.47 | 0.53 | 0.28 | 0.77 | 0.66 | -0.28 | 2.04 |
| Draw Down(%) | NA | 12.9 | 14.7 | 14.7 | 15.8 | 5.2 | 7.8 | 15.8 | 4.8 |
| Standard Deviation(%) | NA | 19.0 | 15.2 | 13.5 | 14.3 | 9.2 | 10.3 | 18.8 | 13.8 |
| Treynor Ratio | NA | 0.08 | 0.11 | 0.11 | 0.06 | 0.14 | 0.11 | -0.08 | 0.43 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.04 | 0.1 |
| Beta | NA | 0.7 | 0.65 | 0.67 | 0.66 | 0.51 | 0.64 | 0.69 | 0.65 |
| RSquared | NA | 0.8 | 0.74 | 0.76 | 0.76 | 0.52 | 0.72 | 0.84 | 0.65 |
| Yield(%) | N/A | 0.0 | 1.4 | 1.5 | N/A | 2.1 | 1.4 | 0.8 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 2.1 | N/A | N/A | 71.4 | 61.6 | 389.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2021
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