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VEXPX: VANGUARD EXPLORER FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 113.17 0.89(0.79%) April 26
Asset Class: | Small Growth |
MyPlanIQ Rating: | (76%) |
Start Date: | 11/19/1980 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 4.34% |
Expenses | 0.45% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/1992 |
2023 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.8 | 1.9 | 18.4 | -1.5 | 8.9 | 8.9 | 13.0 | 8.5 | 9.5 | 19.8 | -23.3 | 16.0 | 31.4 | 31.3 | -2.5 | 10.3 | 12.4 | -4.3 | 4.3 | 44.4 | 14.9 | -1.9 | 27.5 | 36.2 | -40.4 | 4.8 | 9.7 | 9.3 | 13.8 | 44.3 | -24.6 | 0.5 | 9.1 | 37.4 | 3.5 | 14.5 | 14.0 | 26.6 | 0.6 | 15.4 | 13.0 | 55.9 | -10.8 | 5.7 | 19.0 | -14.1 | -17.9 | 17.6 | -20.1 | 15.3 | 38.8 | -12.9 | -1.5 |
Sharpe Ratio | NA | 0.15 | 0.89 | -0.17 | 0.29 | 0.36 | NA | NA | 0.29 | 0.89 | -0.84 | 0.85 | 0.82 | 1.88 | -0.2 | 0.68 | 0.67 | -0.26 | 0.28 | 3.2 | 0.89 | -0.06 | 1.23 | 1.24 | -1.03 | 0.11 | 0.4 | 0.51 | 0.75 | 2.33 | -1.02 | -0.07 | 0.16 | 2.26 | 0.01 | 0.78 | 0.92 | 2.75 | -0.25 | 1.54 | 1.01 | 3.85 | -1.19 | -0.01 | 1.56 | -0.64 | -1.52 | 1.63 | -2.9 | 0.8 | 2.12 | -1.09 | -1.42 |
Draw Down(%) | NA | 7.6 | 15.6 | 32.7 | 39.9 | 39.9 | NA | NA | 57.4 | 15.6 | 29.0 | 10.0 | 39.9 | 8.6 | 25.6 | 9.7 | 16.6 | 17.2 | 12.0 | 4.8 | 13.2 | 27.6 | 17.9 | 25.1 | 52.3 | 11.6 | 16.7 | 9.4 | 17.4 | 14.0 | 36.9 | 28.4 | 22.2 | 12.1 | 35.9 | 12.3 | 16.0 | 6.6 | 11.2 | 8.9 | 15.7 | 7.2 | 29.5 | 10.3 | 6.7 | 33.9 | 28.3 | 9.6 | 25.5 | 18.3 | 14.6 | 29.7 | 9.8 |
Standard Deviation(%) | NA | 15.7 | 16.3 | 21.9 | 25.3 | 21.4 | NA | NA | 19.5 | 17.6 | 29.5 | 18.7 | 37.7 | 15.9 | 19.2 | 14.4 | 18.0 | 16.4 | 15.7 | 13.8 | 16.8 | 30.7 | 22.3 | 29.2 | 40.2 | 17.4 | 15.9 | 14.1 | 17.1 | 18.7 | 25.2 | 25.1 | 30.7 | 15.1 | 20.8 | 14.1 | 11.3 | 8.3 | 9.4 | 8.6 | 10.4 | 13.5 | 13.5 | 7.6 | 9.1 | 28.4 | 14.5 | 7.6 | 9.2 | 11.4 | 14.7 | 20.9 | 17.0 |
Treynor Ratio | NA | 0.03 | 0.17 | -0.04 | 0.08 | 0.08 | NA | NA | 0.06 | 0.18 | -0.28 | 0.18 | 0.32 | 0.3 | -0.04 | 0.11 | 0.12 | -0.04 | 0.04 | 0.47 | 0.15 | -0.02 | 0.29 | 0.41 | -0.45 | 0.02 | 0.07 | 0.08 | 0.14 | 0.46 | -0.26 | -0.02 | 0.06 | 0.39 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.04 | -0.01 | 0.0 | 0.01 | -0.03 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | -0.05 | 0.01 | 0.04 | 0.06 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.85 | 0.87 | 0.89 | 0.93 | 0.95 | NA | NA | 0.93 | 0.89 | 0.89 | 0.87 | 0.98 | 0.99 | 0.99 | 0.91 | 1.02 | 1.02 | 0.99 | 0.95 | 0.97 | 0.95 | 0.93 | 0.89 | 0.92 | 0.95 | 0.93 | 0.94 | 0.92 | 0.94 | 0.99 | 0.97 | 0.82 | 0.88 | 0.85 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.97 | 0.97 | 0.95 | NA | NA | 0.78 | 0.97 | 0.98 | 0.92 | 0.98 | 0.97 | 0.98 | 0.44 | 0.98 | 0.97 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.96 | 0.96 | 0.95 | 0.91 | 0.82 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.9 | 5.9 | 7.8 | 7.7 | 14.0 | 8.0 | N/A | 0.9 | 3.7 | 16.1 | 8.1 | 6.2 | 9.5 | 0.5 | 4.9 | 9.3 | 13.8 | 13.3 | 3.6 | 0.1 | 0.2 | 0.2 | 0.4 | 9.5 | 10.2 | 8.8 | 0.1 | 0.0 | 0.0 | 0.2 | 20.8 | 14.7 | 0.9 | 11.4 | 6.2 | 10.0 | 5.4 | 12.1 | 2.3 | 1.0 | 1.2 | 1.3 | 1.3 | 0.4 | 0.1 | 1.1 | 1.0 | 2.0 | 1.0 | 1.8 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | -81.5 | 14.0 | 10.0 | 114.9 | 48.5 | N/A | N/A | -81.5 | -76.8 | 139.5 | 64.7 | -43.3 | 1848.9 | -87.9 | -54.8 | -39.0 | 29.9 | 320.9 | 2480.0 | -28.6 | 40.0 | -64.3 | -96.1 | -8.3 | 20.2 | 9100.0 | N/A | N/A | -100.0 | -99.3 | 71.4 | 1552.0 | -91.8 | 96.8 | -26.9 | 74.5 | -54.2 | 483.5 | 250.0 | -23.5 | -8.1 | 15.6 | 190.9 | 450.0 | -93.9 | -13.2 | -40.6 | 166.7 | -52.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/1992
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