VSMGX
Vanguard LifeStrategy Moderate Grwth-Inv
$32.27
-0.01 (-0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 21036.716M |
| 52 Week High | 32.28 |
| 52 Week Low | 26.695 |
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Key Data
| Symbol | VSMGX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 32.27 |
| Price Yesterday | 32.28 |
| Market Cap | 21,036.72 |
| YTD Return | 7.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 3000 |
| Redeption Fee | 0 |
| Prospectus | 0.0013 |
Overview
| 52 Week High | 32.28 |
|---|---|
| 52 Week Low | 26.70 |
| Market Cap | 21,036.72M |
| Shares Outstanding | 651.90M |
| Income Dividend Yield | 2.69% |
| Long Term Dividend Yield | 1.27% |
| Short Term Dividend Yield | 0.04% |
| 52 Week Yield (All) | 4.00% |
Returns Annualized
| One Day | -7.52% |
|---|---|
| Five Days | 106.33% |
| One Months | 29.77% |
| Three Months | 13.60% |
| Six Months | 17.34% |
| Nine Months | 23.96% |
| One Year | 14.95% |
| Three Years | 2.09% |
| Five Years | 6.62% |
| Ten Years | 6.26% |
| YTD | 14.41% |
| Since Inception | 7.42% |
Returns Total
| One Day | -0.03% |
|---|---|
| Five Days | 1.45% |
| One Month | 2.09% |
| Three Months | 3.18% |
| Six Months | 8.18% |
| Nine Months | 17.26% |
| One Year | 14.93% |
| Three Years | 6.37% |
| Five Years | 37.66% |
| Ten Years | 83.22% |
| YTD | 7.18% |
| Since Inception | 751.45% |
Yearly Returns
| 2024 | 7.18% |
|---|---|
| 2023 | 15.49% |
| 2022 | -16.00% |
| 2021 | 10.08% |
| 2020 | 13.59% |
| 2019 | 19.37% |
| 2018 | -4.91% |
| 2017 | 15.04% |
| 2016 | 7.13% |
| 2015 | -0.57% |
Risk against SP-DA
| Alpha | -5.70% |
|---|---|
| Beta | 0.65 |
| Correlation | 94.45% |
| Downside Deviation | 2.35% |
| Coefficient of determination | 89.20% |
| Standard Deviation | 2.23% |
| Sharpe Ratio | -1.78 |
| Sortino | -5.87 |
| Treynor | 14.63 |
| Ulcer Index | 2.67 |
| Ulcer Performance Index | -5.16 |