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VSEMX: VANGUARD EXTENDED MARKET INDEX FUND INSTITUTIONAL SELECT SHARES (MUTUAL FUND)
Basic Info 213.77 0.63(0.30%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (43%) |
Start Date: | 03/30/2016 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.31% |
Expenses | 0.06% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | 7.3 | 32.1 | 1.2 | 10.5 | 8.1 | 25.5 | -26.4 | 12.5 | 32.3 | 28.1 | -9.3 | 18.2 | 17.7 |
Sharpe Ratio | NA | 1.6 | 1.58 | -0.05 | 0.33 | 0.44 | 1.13 | -0.91 | 0.64 | 0.79 | 1.83 | -0.62 | 1.77 | 1.66 |
Draw Down(%) | NA | 4.2 | 15.9 | 36.3 | 41.6 | 41.6 | 15.9 | 31.0 | 12.2 | 41.6 | 7.7 | 24.7 | 4.8 | 7.8 |
Standard Deviation(%) | NA | 17.1 | 17.5 | 23.1 | 26.5 | 22.7 | 18.9 | 30.7 | 19.5 | 40.3 | 14.6 | 17.2 | 10.0 | 14.2 |
Treynor Ratio | NA | 0.21 | 0.22 | -0.01 | 0.08 | 0.09 | 0.17 | -0.24 | 0.1 | 0.29 | 0.24 | -0.11 | 0.14 | 0.2 |
Alpha | NA | -0.09 | -0.03 | -0.03 | -0.02 | -0.01 | -0.02 | -0.01 | -0.06 | 0.03 | -0.02 | -0.02 | -0.03 | 0.02 |
Beta | NA | 1.28 | 1.28 | 1.2 | 1.14 | 1.13 | 1.26 | 1.18 | 1.25 | 1.09 | 1.09 | 0.97 | 1.3 | 1.2 |
RSquared | NA | 0.73 | 0.77 | 0.86 | 0.88 | 0.88 | 0.82 | 0.91 | 0.78 | 0.92 | 0.9 | 0.91 | 0.84 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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