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VTSSX: Vanguard Total Stock Mkt Idx Signal (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/29/2006 |
Last Dividend Date: | 09/23/2014 |
12-Mo. Yield | 1.97% |
Expenses | 0.06% |
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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 08/29/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 12.3 | 17.6 | 16.3 | 7.8 | 6.8 | 33.5 | 16.4 | 1.1 | 17.2 | 28.9 | -37.0 | 5.6 | 9.3 |
Sharpe Ratio | NA | 1.09 | 1.32 | 0.96 | 0.32 | 0.71 | 2.95 | 1.26 | 0.04 | 0.91 | 1.02 | -0.92 | 0.16 | 3.27 |
Draw Down(%) | NA | 7.6 | 10.0 | 20.4 | 55.3 | 7.6 | 5.7 | 10.0 | 20.4 | 16.2 | 27.3 | 48.4 | 10.0 | 1.8 |
Standard Deviation(%) | NA | 11.3 | 13.3 | 16.9 | 22.6 | 11.7 | 11.3 | 13.1 | 24.6 | 18.7 | 28.1 | 41.0 | 16.0 | 8.1 |
Treynor Ratio | NA | 0.12 | 0.17 | 0.16 | 0.07 | 0.08 | 0.33 | 0.16 | 0.01 | 0.17 | 0.28 | -0.38 | 0.03 | 0.25 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
Beta | NA | 1.01 | 1.02 | 1.03 | 1.02 | 1.0 | 1.02 | 1.02 | 1.03 | 1.03 | 1.03 | 1.0 | 1.01 | 1.08 |
RSquared | NA | 0.98 | 0.99 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 |
Yield(%) | N/A | 2.0 | 2.5 | 2.8 | N/A | 1.4 | 2.2 | 2.4 | 1.8 | 2.0 | 2.4 | 1.8 | 1.8 | 0.5 |
Dividend Growth(%) | N/A | 4.7 | 41.8 | N/A | N/A | -20.5 | 6.8 | 28.1 | 5.6 | 3.8 | -13.3 | 0.0 | 275.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2006
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