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VIFSX: Vanguard 500 Index Signal (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/12/2006 |
Last Dividend Date: | 09/19/2014 |
12-Mo. Yield | 2.03% |
Expenses | 0.05% |
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Performance Analytics (As of 10/28/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/12/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 13.8 | 17.7 | 15.9 | 6.9 | 8.0 | 32.3 | 16.0 | 2.1 | 15.1 | 26.6 | -37.0 | 5.5 | 4.5 |
Sharpe Ratio | NA | 1.25 | 1.36 | 0.97 | 0.28 | 0.86 | 2.92 | 1.26 | 0.09 | 0.82 | 0.97 | -0.92 | 0.15 | 2.68 |
Draw Down(%) | NA | 7.3 | 9.6 | 18.6 | 55.2 | 7.3 | 5.6 | 9.6 | 18.6 | 15.6 | 27.2 | 47.7 | 9.9 | 1.7 |
Standard Deviation(%) | NA | 11.0 | 12.9 | 16.3 | 22.3 | 11.3 | 11.1 | 12.7 | 23.4 | 18.2 | 27.2 | 41.0 | 16.0 | 7.2 |
Treynor Ratio | NA | 0.14 | 0.18 | 0.16 | 0.06 | 0.1 | 0.32 | 0.16 | 0.02 | 0.15 | 0.27 | -0.38 | 0.02 | 0.2 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.98 | 0.99 | 0.99 | 1.0 | 0.98 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.99 |
RSquared | NA | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 2.1 | 2.6 | 2.8 | N/A | 1.5 | 2.3 | 2.4 | 2.0 | 2.0 | 2.6 | 1.9 | 2.0 | 0.5 |
Dividend Growth(%) | N/A | 8.1 | 36.8 | N/A | N/A | -20.5 | 9.8 | 19.3 | 14.5 | -5.0 | -15.4 | 0.0 | 296.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2006
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