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VGEQX: Vanguard Growth Equity Inv (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/17/2013 |
12-Mo. Yield | 0.34% |
Expenses | 0.52% |
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Performance Analytics (As of 03/11/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 25.9 | 15.1 | 23.1 | 6.7 | 2.5 | 6.5 | 2.7 | 32.3 | 15.0 | 0.5 | 17.2 | 33.7 | -47.9 | 22.5 | 6.1 | 7.9 | 5.3 | 38.6 | -30.9 | -27.4 | -23.1 | 54.3 | 38.3 | 30.4 | 8.2 |
Sharpe Ratio | NA | 2.14 | 0.85 | 1.28 | 0.27 | NA | 0.1 | 1.16 | 2.75 | 1.03 | 0.02 | 0.96 | 1.43 | -1.21 | 1.07 | 0.2 | 0.46 | 0.3 | 1.91 | -1.13 | -0.87 | -0.7 | 2.11 | 1.5 | -1.24 | 0.77 |
Draw Down(%) | NA | 6.0 | 19.0 | 19.0 | 58.3 | NA | 72.1 | 5.1 | 6.0 | 10.4 | 19.0 | 14.6 | 21.7 | 55.6 | 9.7 | 14.2 | 9.0 | 16.6 | 13.3 | 38.5 | 45.3 | 39.8 | 11.9 | 25.7 | 11.6 | 12.1 |
Standard Deviation(%) | NA | 12.1 | 17.8 | 18.0 | 21.1 | NA | 23.8 | 13.0 | 11.7 | 14.6 | 24.5 | 17.9 | 23.5 | 40.3 | 18.2 | 14.5 | 12.4 | 14.4 | 19.9 | 28.2 | 34.5 | 39.0 | 24.2 | 23.2 | 20.0 | 16.2 |
Treynor Ratio | NA | 0.28 | 0.16 | 0.25 | 0.06 | NA | 0.02 | 0.19 | 0.34 | 0.15 | 0.01 | 0.19 | 0.36 | -0.46 | 0.18 | 0.03 | 0.06 | 0.05 | 0.38 | -0.37 | -0.32 | -0.25 | 0.46 | 0.44 | -0.26 | 0.11 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.03 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 | -0.06 | 0.04 | 0.02 | -0.01 | -0.01 | 0.04 | 0.0 | 0.02 | 0.0 | 0.09 | 0.02 | 0.01 | -0.03 |
Beta | NA | 0.92 | 0.93 | 0.92 | 1.0 | NA | 0.98 | 0.8 | 0.95 | 0.98 | 0.91 | 0.92 | 0.94 | 1.06 | 1.08 | 1.08 | 1.0 | 0.96 | 1.01 | 0.87 | 0.95 | 1.07 | 1.12 | 0.8 | 0.95 | 1.17 |
RSquared | NA | 0.93 | 0.97 | 0.97 | 0.96 | NA | 0.91 | 0.85 | 0.95 | 0.95 | 0.98 | 0.97 | 0.97 | 0.97 | 0.95 | 0.93 | 0.91 | 0.94 | 0.95 | 0.95 | 0.94 | 0.9 | 0.92 | 0.62 | 0.87 | 0.83 |
Yield(%) | N/A | 0.5 | 0.7 | 1.3 | 0.5 | 2.2 | N/A | 0.0 | 0.5 | 1.2 | 0.5 | 0.9 | 1.1 | 0.4 | 0.2 | 0.0 | 0.0 | 0.1 | 0.3 | 0.2 | 0.0 | 0.0 | 31.4 | 13.7 | 38.2 | 28.5 |
Dividend Growth(%) | N/A | -53.8 | 9.1 | 344.4 | N/A | N/A | N/A | -100.0 | -53.8 | 160.0 | -37.5 | 0.0 | 33.3 | 200.0 | N/A | N/A | -100.0 | -50.0 | 0.0 | N/A | N/A | -100.0 | 182.5 | -66.8 | 5.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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