Washington University St. Louis 403B Vanguard
Investment Model Portfolios
Investment options of Washington University St. Louis 403B Vanguard
Total Available Funds: 70
Asset Class |
Ticker
| Description |
Others |
|
|
Retirement Income |
VTINX |
Vanguard Target Retirement Income Inv |
Target Date 2000-2010 |
VTENX |
Vanguard Target Retirement 2010 |
Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 Inv |
Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 |
Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 Inv |
Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 |
Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 Inv |
Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 |
Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Inv |
Target Date 2050+ |
VFIFX |
Vanguard Target Retirement 2050 |
Target Date 2050+ |
VFFVX |
Vanguard Target Retirement 2055 Inv |
Moderate Allocation |
VWELX |
Vanguard Wellington Inv |
Moderate Allocation |
VBINX |
Vanguard Balanced Index Inv |
Conservative Allocation |
VSCGX |
Vanguard LifeStrategy Cnsrv Gr Inv |
Aggressive Allocation |
VASGX |
Vanguard LifeStrategy Growth Inv |
Conservative Allocation |
VASIX |
Vanguard LifeStrategy Income Inv |
Moderate Allocation |
VSMGX |
Vanguard LifeStrategy Moderate Gr Inv |
Moderate Allocation |
VGSTX |
Vanguard STAR Inv |
Conservative Allocation |
VWINX |
Vanguard Wellesley Income Inv |
ROOT |
CASH |
Vanguard Prime Money Mkt Fund |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
VBMFX |
Vanguard Total Bond Market Index Inv |
Intermediate-Term Bond |
VFICX |
Vanguard Interm-Term Invmt-Grade Inv |
Inflation-Protected Bond |
VIPSX |
Vanguard Inflation-Protected Secs Inv |
Intermediate-Term Bond |
VBIIX |
Vanguard Interm-Term Bond Index Inv |
Intermediate Government |
VFITX |
Vanguard Interm-Term Treasury Inv |
Long-Term Bond |
VBLTX |
Vanguard Long-Term Bond Index Inv |
Long-Term Bond |
VWESX |
Vanguard Long-Term Investment-Grade Inv |
LONG GOVERNMENT |
VUSTX |
Vanguard Long-Term Treasury Inv |
Short-Term Bond |
VFSTX |
Vanguard Short-Term Investment-Grade Inv |
Short-Term Bond |
VBISX |
Vanguard Short-Term Bond Index Inv |
SHORT GOVERNMENT |
VSGBX |
Vanguard Short-Term Federal Inv |
SHORT GOVERNMENT |
VFISX |
Vanguard Short-Term Treasury Inv |
|
US EQUITY |
|
|
LARGE BLEND |
VTSMX |
Vanguard Total Stock Mkt Idx Inv |
LARGE BLEND |
VFINX |
Vanguard 500 Index Investor |
LARGE BLEND |
VCVLX |
Vanguard Capital Value Inv |
LARGE BLEND |
VDEQX |
Vanguard Diversified Equity Inv |
LARGE BLEND |
VDAIX |
Vanguard Dividend Appreciation Idx Inv |
LARGE BLEND |
VDIGX |
Vanguard Dividend Growth Inv |
LARGE VALUE |
VEIPX |
Vanguard Equity-Income Inv |
Small Growth |
VEXPX |
Vanguard Explorer Inv |
MID-CAP BLEND |
VEXMX |
Vanguard Extended Market Idx Inv |
LARGE GROWTH |
VFTSX |
Vanguard FTSE Social Index Inv |
LARGE BLEND |
VQNPX |
Vanguard Growth & Income Inv |
LARGE GROWTH |
VGEQX |
Vanguard Growth Equity Inv |
LARGE GROWTH |
VIGRX |
Vanguard Growth Index Inv |
LARGE VALUE |
VHDYX |
Vanguard High Dividend Yield Index Inv |
LARGE BLEND |
VLACX |
Vanguard Large Cap Index Inv |
Mid-Cap Growth |
VMGRX |
Vanguard Mid Cap Growth Inv |
Mid-Cap Growth |
VMGIX |
Vanguard Mid-Cap Growth Index Inv |
MID-CAP BLEND |
VIMSX |
Vanguard Mid Cap Index Inv |
MID-CAP VALUE |
VMVIX |
Vanguard Mid-Cap Value Index Inv |
LARGE GROWTH |
VMRGX |
Vanguard Morgan Growth Inv |
Small Growth |
VISGX |
Vanguard Small Cap Growth Index Inv |
SMALL BLEND |
NAESX |
Vanguard Small Cap Index Inv |
SMALL VALUE |
VISVX |
Vanguard Small Cap Value Index Inv |
MID-CAP BLEND |
VSEQX |
Vanguard Strategic Equity Inv |
SMALL BLEND |
VSTCX |
Vanguard Strategic Small-Cap Equity |
LARGE VALUE |
VUVLX |
Vanguard US Value Inv |
LARGE VALUE |
VIVAX |
Vanguard Value Index Inv |
LARGE VALUE |
VWNDX |
Vanguard Windsor Investor |
LARGE VALUE |
VWNFX |
Vanguard Windsor II Investor |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
VGTSX |
Vanguard Total Intl Stock Index Inv |
Foreign Large Blend |
VDMIX |
Vanguard Developed Markets Index Inv |
EUROPE STOCK |
VEURX |
Vanguard European Stock Index Inv |
Foreign Large Blend |
VFWIX |
Vanguard FTSE All-World ex-US Index Inv |
WORLD STOCK |
VHGEX |
Vanguard Global Equity Inv |
Foreign Large Blend |
VWIGX |
Vanguard International Growth Inv |
Foreign Large Value |
VTRIX |
Vanguard International Value Inv |
FOREIGN SMALL/MID GROWTH |
VINEX |
Vanguard International Explorer Inv |
DIVERSIFIED PACIFIC/ASIA |
VPACX |
Vanguard Pacific Stock Index Inv |
|
Investment model portfolios
We provide two types of investment model portfolios for Washington University St. Louis 403B Vanguard participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
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 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
Annualized Return (%)
|
Washington Un... Moderate
|
-1.06 |
24.82 |
3.44 |
8.46 |
6.84 |
8.14 |
7.26 |
7.61 |
NA |
7.16 |
12.89 |
-11.90 |
7.09 |
22.28 |
22.32 |
-3.88 |
8.56 |
5.04 |
-0.68 |
5.85 |
17.79 |
10.65 |
1.00 |
14.48 |
27.70 |
-24.63 |
7.01 |
10.91 |
8.52 |
13.23 |
24.92 |
-4.54 |
5.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Sharpe Ratio
|
Washington Un... Moderate
|
NA |
0.16 |
-0.13 |
0.34 |
0.46 |
NA |
NA |
0.54 |
0.03 |
0.06 |
1.01 |
-0.95 |
0.70 |
1.16 |
3.07 |
-0.56 |
1.61 |
0.64 |
-0.08 |
0.90 |
2.40 |
1.66 |
0.07 |
1.25 |
1.52 |
-1.23 |
0.44 |
1.03 |
1.00 |
1.72 |
2.94 |
-0.50 |
0.27 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
0.23 |
0.32 |
0.74 |
0.56 |
NA |
NA |
0.44 |
-0.70 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
VSMGX (VANGUA...R SHARES)
|
NA |
0.29 |
0.15 |
0.51 |
0.38 |
NA |
NA |
0.49 |
-0.10 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Standard Deviation(%)
|
Washington Un... Moderate
|
NA |
9.16 |
10.84 |
12.79 |
10.48 |
NA |
NA |
10.88 |
9.62 |
9.21 |
8.54 |
13.94 |
10.09 |
19.03 |
6.81 |
9.30 |
4.93 |
7.53 |
8.33 |
6.49 |
7.40 |
6.38 |
13.25 |
11.55 |
18.22 |
20.72 |
9.18 |
7.42 |
6.35 |
7.13 |
8.23 |
11.35 |
10.00 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
19.39 |
18.60 |
17.94 |
18.44 |
NA |
NA |
18.12 |
28.69 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
VSMGX (VANGUA...R SHARES)
|
NA |
10.43 |
10.86 |
10.39 |
10.40 |
NA |
NA |
11.50 |
14.60 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Draw Down(%)
|
Washington Un... Moderate
|
NA |
7.09 |
18.75 |
21.89 |
21.89 |
NA |
NA |
38.01 |
0.90 |
7.09 |
7.86 |
19.28 |
7.19 |
21.89 |
2.69 |
11.80 |
2.58 |
6.28 |
7.65 |
5.54 |
6.22 |
4.39 |
13.18 |
9.92 |
17.06 |
33.32 |
7.23 |
8.54 |
4.25 |
7.06 |
5.17 |
17.45 |
12.47 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
13.24 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Yield(%)
|
Washington Un... Moderate
|
NA |
6.95 |
7.20 |
5.38 |
4.04 |
NA |
NA |
3.68 |
NA |
0.93 |
6.34 |
6.66 |
7.03 |
2.05 |
3.72 |
3.63 |
0.38 |
2.74 |
3.25 |
3.55 |
6.37 |
3.09 |
2.85 |
1.85 |
1.99 |
2.65 |
3.82 |
5.62 |
3.98 |
3.01 |
2.58 |
2.76 |
3.85 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
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 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
Annualized Return (%)
|
Washington Un... Moderate
|
-1.12 |
20.40 |
-0.39 |
4.35 |
3.88 |
4.76 |
5.58 |
6.47 |
NA |
7.07 |
11.46 |
-17.25 |
8.83 |
12.47 |
8.83 |
-1.36 |
9.39 |
7.00 |
-4.62 |
1.27 |
14.35 |
-2.62 |
10.72 |
8.19 |
5.46 |
6.40 |
10.67 |
11.89 |
4.29 |
9.89 |
16.01 |
13.12 |
3.44 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Sharpe Ratio
|
Washington Un... Moderate
|
NA |
0.24 |
-0.33 |
0.15 |
0.28 |
NA |
NA |
0.60 |
0.06 |
0.05 |
0.82 |
-1.79 |
0.88 |
1.33 |
1.65 |
-0.35 |
1.75 |
1.45 |
-0.88 |
0.22 |
2.03 |
-0.38 |
0.80 |
0.69 |
0.56 |
0.77 |
0.80 |
1.16 |
0.31 |
1.18 |
1.84 |
1.85 |
0.14 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
0.23 |
0.32 |
0.74 |
0.56 |
NA |
NA |
0.44 |
-0.70 |
1.44 |
1.69 |
-0.81 |
2.17 |
0.53 |
2.40 |
-0.34 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.15 |
1.24 |
0.25 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.59 |
0.98 |
1.24 |
1.62 |
1.63 |
4.33 |
-0.18 |
0.91 |
0.58 |
1.92 |
-0.53 |
1.73 |
0.60 |
0.00 |
0.31 |
1.49 |
-0.24 |
0.80 |
0.65 |
-1.27 |
1.19 |
-3.84 |
VSMGX (VANGUA...R SHARES)
|
NA |
0.29 |
0.15 |
0.51 |
0.38 |
NA |
NA |
0.49 |
-0.10 |
0.48 |
1.37 |
-1.22 |
1.32 |
0.70 |
2.78 |
-0.86 |
3.76 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.41 |
1.36 |
0.50 |
1.49 |
2.09 |
-0.75 |
-0.58 |
-0.23 |
1.08 |
1.57 |
1.57 |
0.93 |
4.20 |
4.63 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Standard Deviation(%)
|
Washington Un... Moderate
|
NA |
9.68 |
9.64 |
9.66 |
7.86 |
NA |
NA |
8.25 |
10.84 |
9.70 |
8.76 |
10.41 |
10.04 |
9.18 |
4.49 |
7.55 |
5.00 |
4.69 |
5.27 |
5.60 |
7.07 |
7.09 |
13.44 |
11.68 |
9.66 |
7.14 |
9.61 |
7.44 |
6.78 |
7.60 |
8.34 |
6.47 |
7.81 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
19.39 |
18.60 |
17.94 |
18.44 |
NA |
NA |
18.12 |
28.69 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
VSMGX (VANGUA...R SHARES)
|
NA |
10.43 |
10.86 |
10.39 |
10.40 |
NA |
NA |
11.50 |
14.60 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Draw Down(%)
|
Washington Un... Moderate
|
NA |
6.50 |
17.96 |
21.04 |
21.04 |
NA |
NA |
21.04 |
0.93 |
6.50 |
7.62 |
17.76 |
6.28 |
10.43 |
2.90 |
8.04 |
2.26 |
2.62 |
6.60 |
4.85 |
5.65 |
8.09 |
6.56 |
10.02 |
9.13 |
6.18 |
7.26 |
8.52 |
5.58 |
8.32 |
9.61 |
4.81 |
7.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
13.24 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Yield(%)
|
Washington Un... Moderate
|
NA |
5.33 |
4.76 |
4.24 |
3.04 |
NA |
NA |
3.99 |
NA |
0.87 |
4.89 |
4.33 |
3.69 |
2.49 |
5.19 |
2.20 |
0.10 |
2.47 |
1.99 |
2.25 |
3.46 |
3.74 |
5.57 |
4.43 |
3.87 |
4.69 |
4.36 |
5.65 |
4.88 |
3.36 |
4.80 |
6.12 |
6.30 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |