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VSMGX: VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 30.66 0.05(0.16%) April 18
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (84%) |
Start Date: | 09/30/1994 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 2.53% |
Expenses | 0.13% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1994 |
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 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.3 | 0.5 | 9.5 | 0.8 | 5.8 | 6.1 | 8.2 | 6.2 | 6.4 | 15.7 | -16.1 | 10.1 | 13.6 | 19.4 | -4.9 | 15.0 | 7.1 | -0.6 | 7.1 | 15.0 | 11.8 | 0.3 | 13.3 | 20.3 | -26.5 | 7.4 | 13.3 | 5.7 | 11.7 | 22.4 | -10.3 | -4.4 | -0.9 | 7.8 | 14.0 | 14.0 | 7.1 | 22.8 | -2.2 |
Sharpe Ratio | NA | 0.51 | 1.02 | -0.05 | 0.37 | 0.52 | NA | NA | 0.43 | 1.4 | -1.22 | 1.3 | 0.7 | 2.79 | -0.71 | 3.81 | 0.83 | -0.07 | 1.13 | 2.21 | 1.54 | 0.02 | 1.19 | 1.12 | -0.98 | 0.42 | 1.35 | 0.51 | 1.49 | 2.08 | -0.74 | -0.55 | -0.43 | 0.47 | 0.92 | 1.08 | 0.42 | 3.06 | -1.83 |
Draw Down(%) | NA | 2.0 | 8.2 | 22.3 | 22.4 | 22.4 | NA | NA | 41.1 | 8.2 | 21.7 | 3.5 | 22.4 | 3.1 | 11.5 | 1.1 | 6.2 | 8.3 | 4.7 | 5.7 | 6.3 | 12.9 | 8.6 | 19.6 | 36.8 | 6.1 | 6.1 | 4.7 | 5.9 | 8.9 | 20.0 | 17.6 | 8.8 | 6.3 | 12.0 | 6.0 | 6.0 | 2.9 | 3.3 |
Standard Deviation(%) | NA | 7.3 | 7.8 | 10.4 | 12.2 | 10.1 | NA | NA | 11.5 | 8.3 | 14.4 | 7.8 | 19.1 | 6.4 | 8.7 | 3.8 | 8.3 | 8.4 | 6.3 | 6.8 | 7.7 | 14.7 | 11.1 | 18.0 | 27.9 | 10.3 | 7.5 | 7.0 | 7.3 | 10.4 | 15.4 | 12.6 | 11.7 | 9.9 | 11.6 | 9.7 | 8.6 | 6.2 | 6.6 |
Treynor Ratio | NA | 0.04 | 0.09 | -0.01 | 0.05 | 0.06 | NA | NA | 0.05 | 0.14 | -0.2 | 0.12 | 0.15 | 0.2 | -0.07 | 0.16 | 0.07 | -0.01 | 0.08 | 0.15 | 0.12 | 0.0 | 0.13 | 0.19 | -0.23 | 0.04 | 0.09 | 0.03 | 0.11 | 0.2 | -0.1 | -0.07 | -0.06 | 0.05 | 0.11 | 0.13 | 0.04 | 0.23 | -0.17 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 |
Beta | NA | 0.88 | 0.84 | 0.87 | 0.89 | 0.9 | NA | NA | 0.99 | 0.83 | 0.88 | 0.86 | 0.91 | 0.89 | 0.87 | 0.9 | 1.03 | 0.95 | 0.93 | 0.98 | 1.02 | 1.07 | 1.04 | 1.09 | 1.19 | 1.12 | 1.1 | 1.05 | 1.01 | 1.1 | 1.1 | 1.0 | 0.81 | 0.85 | 0.93 | 0.82 | 0.87 | 0.83 | 0.72 |
RSquared | NA | 0.95 | 0.82 | 0.92 | 0.95 | 0.95 | NA | NA | 0.94 | 0.83 | 0.97 | 0.86 | 0.98 | 0.96 | 0.96 | 0.89 | 0.93 | 0.96 | 0.97 | 0.97 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.97 | 0.94 | 0.98 | 0.98 | 0.97 | 0.97 | 0.9 | 0.86 | 0.8 | 0.7 | 0.62 | 0.56 |
Yield(%) | N/A | 0.0 | 4.2 | 3.3 | 3.7 | 3.7 | 5.3 | 4.2 | N/A | 4.4 | 2.2 | 4.1 | 3.8 | 2.9 | 3.7 | 2.6 | 2.4 | 3.7 | 2.9 | 2.4 | 4.4 | 2.4 | 2.5 | 2.8 | 2.7 | 3.1 | 2.9 | 2.5 | 3.7 | 2.5 | 2.6 | 3.2 | 4.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 67.1 | 14.4 | 35.6 | 59.6 | N/A | N/A | N/A | 67.1 | -43.8 | 19.3 | 49.3 | -28.4 | 64.5 | 14.8 | -40.0 | 36.4 | 29.4 | -40.0 | 80.9 | 4.4 | 4.7 | -23.2 | -12.5 | 18.5 | 20.0 | -27.4 | 77.1 | -16.7 | -23.6 | -29.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1994
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