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VSEQX: VANGUARD STRATEGIC EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 37.53 0.04(0.11%) July 08
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 09/05/1995 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 11.36% |
| Expenses | 0.33% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/05/1995 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 3.8 | 16.1 | 15.6 | 16.7 | 9.3 | 12.8 | 8.7 | 9.6 | 16.7 | 19.3 | -11.9 | 30.8 | 10.3 | 26.8 | -11.8 | 6.3 | 17.9 | -1.4 | 13.8 | 41.5 | 18.9 | 1.2 | 21.4 | 32.3 | -41.6 | -2.0 | 13.4 | 10.0 | 20.5 | 43.8 | -13.1 | 5.4 | -12.0 | 19.3 | 0.4 | 26.3 | 25.1 | 3.8 |
| Sharpe Ratio | NA | 0.26 | 0.58 | 0.62 | 0.72 | 0.36 | NA | NA | 0.37 | 0.8 | 0.89 | -0.51 | 1.72 | 0.24 | 1.73 | -0.71 | 0.46 | 1.04 | -0.09 | 1.01 | 3.04 | 1.23 | 0.04 | 0.93 | 0.99 | -0.96 | -0.28 | 0.71 | 0.55 | 1.36 | 2.55 | -0.63 | 0.16 | -0.51 | 1.11 | -0.14 | 1.48 | 1.99 | 0.88 |
| Draw Down(%) | NA | 22.8 | 24.7 | 24.7 | 24.7 | 44.1 | NA | NA | 63.6 | 8.4 | 15.2 | 22.2 | 8.2 | 44.1 | 8.1 | 26.1 | 6.6 | 14.2 | 13.0 | 10.8 | 6.3 | 12.7 | 26.5 | 18.8 | 30.5 | 55.8 | 17.6 | 12.6 | 9.0 | 11.1 | 11.3 | 28.1 | 20.8 | 25.6 | 9.7 | 35.1 | 12.0 | 10.5 | 4.9 |
| Standard Deviation(%) | NA | 26.1 | 22.6 | 20.2 | 20.4 | 21.9 | NA | NA | 21.7 | 16.2 | 17.8 | 26.4 | 17.9 | 41.1 | 14.6 | 18.7 | 12.2 | 17.0 | 15.8 | 13.7 | 13.7 | 15.4 | 29.5 | 22.9 | 32.4 | 44.3 | 18.4 | 14.2 | 14.0 | 14.4 | 16.9 | 22.8 | 18.4 | 31.9 | 14.4 | 21.1 | 15.2 | 10.7 | 9.8 |
| Treynor Ratio | NA | 0.06 | 0.11 | 0.11 | 0.14 | 0.07 | NA | NA | 0.08 | 0.11 | 0.14 | -0.13 | 0.28 | 0.09 | 0.23 | -0.12 | 0.05 | 0.16 | -0.01 | 0.13 | 0.39 | 0.19 | 0.01 | 0.2 | 0.33 | -0.43 | -0.05 | 0.09 | 0.07 | 0.17 | 0.42 | -0.16 | 0.04 | -0.23 | 0.22 | -0.03 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.03 | 0.01 | -0.03 | -0.02 | 0.0 | -0.06 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.02 | -0.02 | 0.0 | -0.03 | 0.0 | -0.02 | -0.01 | 0.03 | 0.0 | 0.03 | -0.07 | 0.04 | -0.03 | NA | NA | NA |
| Beta | NA | 1.15 | 1.19 | 1.11 | 1.08 | 1.09 | NA | NA | 1.0 | 1.23 | 1.12 | 1.01 | 1.12 | 1.1 | 1.12 | 1.12 | 1.22 | 1.07 | 1.01 | 1.07 | 1.07 | 1.02 | 1.08 | 1.05 | 0.99 | 0.98 | 1.08 | 1.13 | 1.13 | 1.12 | 1.02 | 0.89 | 0.76 | 0.72 | 0.72 | 0.94 | NA | NA | NA |
| RSquared | NA | 0.96 | 0.94 | 0.94 | 0.93 | 0.94 | NA | NA | 0.88 | 0.91 | 0.93 | 0.96 | 0.87 | 0.97 | 0.95 | 0.96 | 0.62 | 0.94 | 0.95 | 0.95 | 0.97 | 0.97 | 0.99 | 0.98 | 0.98 | 0.98 | 0.95 | 0.97 | 0.97 | 0.97 | 0.96 | 0.96 | 0.89 | 0.47 | 0.73 | 0.74 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 11.4 | 10.1 | 13.1 | 8.3 | 13.5 | 8.0 | N/A | 12.0 | 6.9 | 9.3 | 23.2 | 1.9 | 3.6 | 8.2 | 1.4 | 3.6 | 10.8 | 6.3 | 1.6 | 1.9 | 1.1 | 1.5 | 1.7 | 1.2 | 11.3 | 5.6 | 7.8 | 5.9 | 1.0 | 0.9 | 1.0 | 1.0 | 3.7 | 1.0 | 9.8 | 8.2 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 95.4 | -0.9 | 114.5 | 204.9 | N/A | N/A | N/A | 95.4 | -41.6 | -56.5 | 1189.9 | -34.3 | -65.2 | 511.3 | -54.6 | -70.9 | 85.5 | 420.3 | 2.9 | 78.6 | -13.7 | 13.5 | -17.0 | -91.0 | 115.3 | -24.8 | 50.0 | 746.2 | 0.0 | -7.1 | -12.5 | -69.8 | 253.3 | -87.7 | 37.1 | 1012.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/1995
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See MID-CAP BLEND Asset Class Trend Rankings |
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