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VCBCX: BLUE CHIP GROWTH FUND BLUE CHIP GROWTH FUND (MUTUAL FUND)
Basic Info 16.16 0.01(0.06%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (79%) |
Start Date: | 12/26/2000 |
Last Dividend Date: | 03/07/2024 |
12-Mo. Yield | 16.81% |
Expenses | 0.76% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 8.8 | 35.0 | 2.1 | 10.6 | 13.1 | 15.5 | 10.6 | 11.3 | 44.4 | -38.3 | 16.4 | 35.3 | 29.6 | 2.0 | 36.3 | 1.1 | 11.0 | 9.1 | 41.2 | 18.1 | 1.5 | 16.2 | 42.0 | -42.5 | 12.4 | 9.2 | 5.9 | 8.9 | 29.5 | -24.3 | -14.3 | 0.7 |
Sharpe Ratio | NA | 1.2 | 1.86 | -0.05 | 0.34 | 0.55 | NA | NA | 0.33 | 2.46 | -1.11 | 0.9 | 0.99 | 1.83 | 0.03 | 3.85 | 0.06 | 0.64 | 0.59 | 3.12 | 1.2 | 0.06 | 0.8 | 1.57 | -1.06 | 0.56 | 0.51 | 0.35 | 0.65 | 1.58 | -0.93 | -0.74 | 3.98 |
Draw Down(%) | NA | 6.6 | 9.5 | 43.3 | 43.3 | 43.3 | NA | NA | 54.8 | 9.5 | 40.6 | 9.1 | 30.3 | 8.3 | 20.7 | 2.9 | 16.6 | 12.8 | 10.0 | 6.4 | 11.2 | 19.0 | 17.0 | 18.9 | 52.1 | 9.3 | 9.3 | 8.1 | 10.4 | 12.7 | 33.7 | 32.1 | 1.1 |
Standard Deviation(%) | NA | 15.5 | 14.7 | 24.6 | 26.0 | 21.7 | NA | NA | 21.7 | 16.5 | 35.7 | 18.2 | 35.4 | 15.4 | 21.9 | 9.3 | 15.8 | 17.3 | 15.4 | 13.2 | 15.2 | 25.7 | 20.1 | 26.7 | 40.7 | 17.0 | 11.8 | 10.7 | 12.3 | 18.2 | 27.3 | 22.9 | 17.8 |
Treynor Ratio | NA | 0.23 | 0.34 | -0.01 | 0.1 | 0.13 | NA | NA | 0.08 | 0.48 | -0.42 | 0.2 | 0.36 | 0.4 | 0.01 | 0.35 | 0.01 | 0.1 | 0.08 | 0.38 | 0.18 | 0.01 | 0.16 | 0.39 | -0.4 | 0.09 | 0.07 | 0.04 | 0.1 | 0.31 | -0.3 | -0.27 | 0.74 |
Alpha | NA | 0.03 | 0.02 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.0 | 0.02 | -0.06 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.02 | 0.04 | 0.02 | 0.21 |
Beta | NA | 0.82 | 0.81 | 0.92 | 0.93 | 0.94 | NA | NA | 0.93 | 0.85 | 0.96 | 0.81 | 0.97 | 0.71 | 1.04 | 1.04 | 1.05 | 1.06 | 1.11 | 1.07 | 1.02 | 0.97 | 1.04 | 1.07 | 1.08 | 1.02 | 0.87 | 0.87 | 0.82 | 0.93 | 0.84 | 0.61 | 0.96 |
RSquared | NA | 0.97 | 0.94 | 0.96 | 0.96 | 0.94 | NA | NA | 0.94 | 0.94 | 0.98 | 0.9 | 0.96 | 0.7 | 0.98 | 0.91 | 0.97 | 0.97 | 0.97 | 0.95 | 0.97 | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | 0.92 | 0.92 | 0.93 | 0.97 | 0.96 | 0.89 | 0.83 |
Yield(%) | N/A | 12.4 | 15.2 | 11.0 | 13.1 | 13.6 | 22.8 | 14.6 | N/A | 19.8 | 13.1 | 9.6 | 10.1 | 13.2 | 6.2 | 10.3 | 12.2 | 9.5 | 4.1 | 0.0 | 0.1 | 0.0 | 0.0 | 0.3 | 0.1 | 0.0 | 0.0 | 0.1 | 0.4 | 0.0 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -26.3 | -26.3 | 16.5 | 40.1 | N/A | N/A | N/A | N/A | -23.4 | 46.4 | 9.7 | -10.3 | 103.2 | -26.2 | -24.3 | 26.1 | 147.9 | N/A | -100.0 | N/A | N/A | -100.0 | 100.0 | N/A | N/A | -100.0 | -66.7 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2006
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