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VCSRX: SOCIALLY RESPONSIBLE FUND SOCIALLY RESPONSIBLE FUND (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/25/1998 |
Last Dividend Date: | 05/13/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.56% |
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Performance Analytics (As of 03/02/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/01/2006 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.9 | 14.0 | 12.3 | 13.3 | 9.3 | 8.2 | 9.5 | -10.9 | 9.0 | 15.9 | 31.7 | -5.2 | 20.7 | 10.7 | 1.1 | 15.5 | 35.4 | 15.2 | 1.3 | 14.6 | 30.7 | -37.9 | 3.6 | 15.6 | 2.1 | 9.9 | 28.2 | -23.4 | -11.7 | -9.3 | 18.0 | 3.5 |
Sharpe Ratio | NA | 0.21 | 0.53 | 0.54 | 0.73 | NA | NA | 0.28 | -1.19 | 1.0 | 0.44 | 2.4 | -0.38 | 2.93 | 0.77 | 0.07 | 1.34 | 3.1 | 1.18 | 0.05 | 0.79 | 1.11 | -0.91 | 0.03 | 1.27 | -0.01 | 0.79 | 1.61 | -0.94 | -0.7 | -0.6 | 0.83 | 2.11 |
Draw Down(%) | NA | 10.9 | 34.9 | 34.9 | 34.9 | NA | NA | 56.3 | 10.9 | 6.4 | 34.9 | 6.4 | 19.3 | 2.9 | 10.6 | 11.6 | 7.0 | 5.5 | 10.3 | 19.2 | 15.3 | 27.2 | 48.2 | 10.3 | 6.5 | 6.7 | 8.9 | 14.1 | 33.6 | 28.8 | 16.6 | 12.0 | 3.9 |
Standard Deviation(%) | NA | 23.0 | 25.5 | 21.5 | 17.8 | NA | NA | 20.2 | 42.9 | 14.3 | 35.3 | 12.6 | 17.4 | 6.9 | 13.5 | 15.5 | 11.6 | 11.4 | 13.0 | 23.9 | 18.4 | 27.5 | 42.5 | 17.4 | 9.8 | 10.2 | 11.4 | 17.1 | 26.0 | 20.5 | 22.2 | 17.9 | 19.5 |
Treynor Ratio | NA | 0.3 | 0.15 | 0.13 | 0.14 | NA | NA | 0.06 | 9.05 | 0.19 | 0.15 | 0.3 | -0.06 | 0.2 | 0.1 | 0.01 | 0.15 | 0.35 | 0.15 | 0.01 | 0.14 | 0.31 | -0.38 | 0.01 | 0.13 | 0.0 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.26 | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.17 | 0.9 | 0.92 | 0.95 | NA | NA | 0.98 | -0.06 | 0.74 | 1.02 | 1.01 | 1.01 | 1.01 | 1.02 | 1.0 | 1.01 | 1.02 | 1.01 | 1.01 | 1.01 | 1.0 | 1.03 | 0.97 | 0.95 | 0.96 | 1.02 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.01 | 0.65 | 0.7 | 0.78 | NA | NA | 0.68 | 0.0 | 0.46 | 0.99 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.78 | 0.97 | 0.93 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2006
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