VPGDX
Vanguard Managed Allocation-Inv\Disc
$15.60
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Balanced |
|---|---|
| Market Cap | 1118.4M |
| 52 Week High | 17.02 |
| 52 Week Low | 15.34 |
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Key Data
| Symbol | VPGDX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 15.6 |
| Price Yesterday | 15.6 |
| Market Cap | 1,118.40 |
| YTD Return | -2.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 25000 |
| Redeption Fee | 0 |
| Prospectus | 0.0031 |
Overview
| 52 Week High | 17.02 |
|---|---|
| 52 Week Low | 15.34 |
| Market Cap | 1,118.40M |
| Shares Outstanding | 71.69M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | -11.93% |
| Nine Months | -6.11% |
| One Year | 0.45% |
| Three Years | -2.14% |
| Five Years | -3.30% |
| Ten Years | -1.76% |
| YTD | -3.73% |
| Since Inception | -1.60% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | -6.19% |
| Nine Months | -4.59% |
| One Year | 0.45% |
| Three Years | -6.25% |
| Five Years | -15.40% |
| Ten Years | -16.26% |
| YTD | -2.86% |
| Since Inception | -22.00% |
Yearly Returns
| 2023 | -2.86% |
|---|---|
| 2022 | -12.67% |
| 2021 | 6.12% |
| 2020 | 1.94% |
| 2019 | 8.42% |
| 2018 | -17.95% |
| 2017 | 8.95% |
| 2016 | 1.21% |
| 2015 | -8.31% |
| 2014 | 1.94% |
Risk against SP-DA
| Alpha | -8.88% |
|---|---|
| Beta | 0.28 |
| Correlation | 43.39% |
| Downside Deviation | 4.32% |
| Coefficient of determination | 18.83% |
| Standard Deviation | 3.10% |
| Sharpe Ratio | -1.93 |
| Sortino | -4.82 |
| Treynor | -14.73 |
| Ulcer Index | 5.66 |
| Ulcer Performance Index | -3.68 |