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VADGX: Vanguard Advice Select Dividend Growth Fund (MUTUAL FUND)
Basic Info 27.26 0.15(0.55%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/09/2021 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.78% |
Expenses | 0.45% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 11/09/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 1.5 | 8.3 | 4.4 | 9.8 | -3.9 | 3.6 |
Sharpe Ratio | NA | -0.07 | 0.44 | 0.1 | 0.54 | -0.28 | 2.04 |
Draw Down(%) | NA | 5.1 | 7.8 | 15.8 | 7.8 | 15.8 | 4.8 |
Standard Deviation(%) | NA | 8.3 | 9.1 | 14.4 | 10.3 | 18.8 | 13.8 |
Treynor Ratio | NA | -0.01 | 0.07 | 0.02 | 0.09 | -0.08 | 0.43 |
Alpha | NA | -0.02 | -0.02 | 0.01 | -0.03 | 0.04 | 0.1 |
Beta | NA | 0.5 | 0.58 | 0.67 | 0.64 | 0.69 | 0.65 |
RSquared | NA | 0.51 | 0.6 | 0.78 | 0.72 | 0.84 | 0.65 |
Yield(%) | N/A | 0.0 | 0.8 | N/A | 0.8 | 0.8 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -4.8 | N/A | -4.8 | 425.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/2021
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