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VDEQX: VANGUARD DIVERSIFIED EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 48.24 0.38(0.79%) March 27
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (73%) |
Start Date: | 06/16/2005 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 10.28% |
Expenses | 0.35% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 9.8 | 33.8 | 8.2 | 14.4 | 11.5 | 14.7 | 9.6 | 27.5 | -22.9 | 22.2 | 29.0 | 31.4 | -5.4 | 17.3 | 8.4 | 0.8 | 11.1 | 35.4 | 17.5 | -1.0 | 16.1 | 33.8 | -39.3 | 4.4 | 12.9 | 5.2 |
Sharpe Ratio | NA | 3.53 | 2.35 | 0.27 | 0.57 | 0.55 | NA | 0.42 | 1.6 | -0.9 | 1.53 | 0.82 | 2.2 | -0.38 | 1.9 | 0.55 | 0.05 | 0.89 | 3.0 | 1.26 | -0.04 | 0.83 | 1.22 | -0.99 | 0.09 | 0.84 | 0.72 |
Draw Down(%) | NA | 2.3 | 11.9 | 29.3 | 35.5 | 35.5 | NA | 56.3 | 11.9 | 27.7 | 6.5 | 35.5 | 7.4 | 21.3 | 4.8 | 13.6 | 12.7 | 8.6 | 5.4 | 11.4 | 21.9 | 16.8 | 25.0 | 50.5 | 10.8 | 10.1 | 5.3 |
Standard Deviation(%) | NA | 12.6 | 13.0 | 19.3 | 22.7 | 19.0 | NA | 20.5 | 14.7 | 27.2 | 14.5 | 35.1 | 13.7 | 17.6 | 8.8 | 14.8 | 15.7 | 12.5 | 11.8 | 13.9 | 25.9 | 19.3 | 27.6 | 40.5 | 16.0 | 11.4 | 10.1 |
Treynor Ratio | NA | 0.69 | 0.47 | 0.08 | 0.17 | 0.13 | NA | 0.1 | 0.34 | -0.34 | 0.38 | 0.31 | 0.49 | -0.08 | 0.21 | 0.09 | 0.01 | 0.12 | 0.37 | 0.19 | -0.01 | 0.16 | 0.3 | -0.38 | 0.01 | 0.11 | 0.08 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.03 | 0.05 | -0.07 | 0.01 | -0.03 | -0.02 | 0.04 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | -0.02 | 0.04 | -0.03 |
Beta | NA | 0.64 | 0.65 | 0.68 | 0.75 | 0.78 | NA | 0.88 | 0.7 | 0.71 | 0.58 | 0.93 | 0.62 | 0.82 | 0.8 | 0.95 | 0.95 | 0.89 | 0.96 | 0.93 | 0.93 | 1.0 | 1.11 | 1.06 | 0.95 | 0.85 | 0.87 |
RSquared | NA | 0.91 | 0.77 | 0.86 | 0.84 | 0.86 | NA | 0.89 | 0.8 | 0.92 | 0.73 | 0.89 | 0.68 | 0.94 | 0.62 | 0.9 | 0.95 | 0.95 | 0.95 | 0.94 | 0.9 | 0.98 | 0.97 | 0.97 | 0.95 | 0.93 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2005
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