VSEQX
Vanguard Strategic Equity-Inv
$35.92
-0.10 (-0.28%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 8124.062M |
| 52 Week High | 37.67 |
| 52 Week Low | 28.051 |
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Key Data
| Symbol | VSEQX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 35.92 |
| Price Yesterday | 36.02 |
| Market Cap | 8,124.06 |
| YTD Return | 4.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 3000 |
| Redeption Fee | 0 |
| Prospectus | 0.0017 |
Overview
| 52 Week High | 37.67 |
|---|---|
| 52 Week Low | 28.05 |
| Market Cap | 8,124.06M |
| Shares Outstanding | 226.17M |
| Income Dividend Yield | 1.44% |
| Long Term Dividend Yield | 3.95% |
| Short Term Dividend Yield | 0.45% |
| 52 Week Yield (All) | 5.85% |
Returns Annualized
| One Day | -50.41% |
|---|---|
| Five Days | -20.09% |
| One Months | -9.96% |
| Three Months | -12.71% |
| Six Months | 12.56% |
| Nine Months | 27.60% |
| One Year | 14.42% |
| Three Years | 5.40% |
| Five Years | 11.12% |
| Ten Years | 9.32% |
| YTD | 9.00% |
| Since Inception | 10.54% |
Returns Total
| One Day | -0.28% |
|---|---|
| Five Days | -0.44% |
| One Month | -0.83% |
| Three Months | -3.28% |
| Six Months | 5.99% |
| Nine Months | 19.80% |
| One Year | 14.41% |
| Three Years | 17.01% |
| Five Years | 69.19% |
| Ten Years | 143.33% |
| YTD | 4.54% |
| Since Inception | 1693.31% |
Yearly Returns
| 2024 | 4.54% |
|---|---|
| 2023 | 19.21% |
| 2022 | -11.80% |
| 2021 | 30.86% |
| 2020 | 10.26% |
| 2019 | 26.76% |
| 2018 | -11.91% |
| 2017 | 13.78% |
| 2016 | 17.92% |
| 2015 | -1.41% |
Risk against SP-DA
| Alpha | -14.98% |
|---|---|
| Beta | 1.03 |
| Correlation | 75.22% |
| Downside Deviation | 3.48% |
| Coefficient of determination | 56.59% |
| Standard Deviation | 4.40% |
| Sharpe Ratio | -0.94 |
| Sortino | -4.1 |
| Treynor | 8.79 |
| Ulcer Index | 5.4 |
| Ulcer Performance Index | -2.65 |