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VIGSX: Vanguard Growth Index Signal (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/31/2007 |
Last Dividend Date: | 09/23/2014 |
12-Mo. Yield | 1.35% |
Expenses | 0.10% |
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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 05/31/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 14.3 | 17.7 | 16.7 | 7.3 | 8.3 | 32.4 | 17.0 | 1.9 | 16.8 | 34.6 | -38.9 | 2.3 |
Sharpe Ratio | NA | 1.16 | 1.29 | 0.99 | 0.31 | 0.79 | 2.81 | 1.26 | 0.08 | 0.91 | 1.44 | -1.02 | 0.07 |
Draw Down(%) | NA | 7.6 | 10.0 | 18.4 | 51.3 | 7.6 | 6.8 | 10.0 | 18.4 | 16.3 | 21.1 | 48.4 | 9.0 |
Standard Deviation(%) | NA | 12.3 | 13.7 | 16.8 | 22.2 | 12.9 | 11.5 | 13.6 | 23.9 | 18.4 | 23.9 | 39.0 | 17.5 |
Treynor Ratio | NA | 0.16 | 0.19 | 0.18 | 0.07 | 0.11 | 0.35 | 0.19 | 0.02 | 0.18 | 0.36 | -0.38 | 0.01 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.91 | 0.91 | 0.91 | 0.97 | 0.9 | 0.94 | 0.91 | 0.89 | 0.95 | 0.96 | 1.03 | 0.92 |
RSquared | NA | 0.96 | 0.97 | 0.97 | 0.97 | 0.96 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 0.98 | 0.97 |
Yield(%) | N/A | 1.3 | 1.7 | 1.8 | N/A | 0.9 | 1.5 | 1.7 | 1.2 | 1.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 0.5 | 198.1 | N/A | N/A | -23.1 | 2.0 | 41.7 | 33.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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