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VSBMX: VANGUARD STRUCTURED BROAD MARKET INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/03/2006 |
Last Dividend Date: | 01/12/2017 |
12-Mo. Yield | 72.58% |
Expenses | 0.24% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/03/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -15.4 | -3.0 | 8.6 | -36.0 | -28.6 | -6.4 | -0.4 | 28.8 | 14.7 | 2.3 | 13.6 | 23.2 | -39.9 | 0.9 | 6.7 |
Sharpe Ratio | NA | -1.27 | -1.16 | -0.96 | -0.85 | -0.84 | -0.73 | -1.39 | -1.44 | -1.1 | 0.77 | -0.29 | -0.66 | -0.26 | 0.16 | -1.44 | -1.27 | 0.93 |
Draw Down(%) | NA | 61.1 | 65.2 | 65.2 | 65.2 | 65.2 | 40.8 | 35.5 | 13.6 | 15.5 | 6.6 | 10.9 | 20.5 | 16.0 | 27.6 | 49.6 | 10.9 | 2.0 |
Standard Deviation(%) | NA | 68.2 | 42.0 | 33.7 | 30.6 | 30.1 | 129.4 | 45.1 | 17.3 | 17.1 | 13.3 | 13.2 | 24.5 | 18.9 | 27.7 | 41.1 | 16.7 | 8.2 |
Treynor Ratio | NA | -0.74 | -0.51 | -0.33 | -0.26 | -0.25 | -0.43 | -0.58 | -0.27 | -0.22 | 0.1 | -0.04 | -0.16 | -0.05 | 0.05 | -0.59 | -0.2 | 0.07 |
Alpha | NA | -0.13 | -0.17 | -0.09 | -0.04 | -0.04 | -1.16 | -0.07 | -0.14 | -0.05 | 0.07 | 0.0 | 0.01 | 0.02 | -0.01 | -0.02 | -0.02 | -0.01 |
Beta | NA | 1.17 | 0.96 | 0.99 | 1.01 | 1.01 | 2.19 | 1.07 | 0.93 | 0.84 | 1.07 | 1.0 | 1.03 | 1.03 | 1.01 | 1.0 | 1.04 | 1.06 |
RSquared | NA | 0.05 | 0.13 | 0.2 | 0.58 | 0.58 | 0.02 | 0.14 | 0.7 | 0.34 | 0.81 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.95 |
Yield(%) | N/A | 72.6 | 29.3 | 25.9 | 13.4 | N/A | 40.6 | 41.2 | 9.6 | 15.0 | 7.1 | 2.4 | 1.9 | 1.9 | 2.0 | 1.5 | 2.7 | 0.0 |
Dividend Growth(%) | N/A | 582.3 | 935.0 | 1354.6 | N/A | N/A | -28.0 | 296.6 | -35.9 | 163.0 | 237.0 | 28.6 | 13.7 | 16.3 | -13.8 | -44.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/03/2006
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