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Vanguard Diversified Equity Fund Investor Shares: (MF: VDEQX)
(NASDAQ Mutual Funds) As of Apr 22, 2024 08:00 PM ET
$45.87 USD
+0.43 (0.95%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.92 | 52 |
| 3 months | 9.92 | 52 |
| 6 months | 24.04 | 40 |
| 1 Year | 29.28 | 39 |
| 3 Year | 7.68 | 55 |
| 5 Year | 14.34 | 30 |
| 10 Year | 11.96 | 32 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -52.19 |
| Bull Market (2/09 - 3/21) | 803.89 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 29.28 |
| 5 Year | 14.33 |
| 10 Year | 11.96 |
| Since Inception | 9.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.92 | NA | NA | NA |
| 2023 | 8.40 | 8.08 | -3.57 | 12.84 |
| 2022 | -6.95 | -18.62 | -3.83 | 6.48 |
| 2021 | 5.91 | 8.86 | -0.71 | 6.29 |
| 2020 | -20.70 | 26.21 | 9.41 | 17.79 |
| 2019 | 14.71 | 4.36 | 0.08 | 9.71 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.92 | 27.49 | -22.46 | 21.68 | 28.97 | 31.45 | -5.39 | 22.69 | 8.45 | 0.73 | 11.08 |
| % Total Return Rel to Index | -0.63 | 1.24 | -4.26 | -6.99 | 10.57 | -0.04 | -1.00 | 0.90 | -3.48 | -0.65 | -2.56 |
| % Total Return Rel to Peer | -0.02 | 4.49 | -2.76 | -0.37 | 9.06 | 3.02 | 1.46 | 2.02 | 0.63 | 2.33 | 2.87 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.40 | 0.25 | 0.31 | 0.34 | 0.36 | 0.38 | 0.35 | 0.41 | 0.36 | 0.34 |
| % Yield | 0.00 | 0.83 | 0.60 | 0.53 | 0.67 | 0.86 | 1.11 | 0.92 | 1.22 | 1.06 | 0.96 |
| Capital Gains ($) | 0.00 | 1.63 | 4.40 | 3.43 | 2.35 | 2.36 | 1.66 | 1.61 | 1.89 | 2.45 | 1.23 |
| Expense Ratio | 0.00 | 0.35 | 0.35 | 0.35 | 0.35 | 0.35 | 0.36 | 0.16 | 0.40 | 0.41 | 0.40 |
* 1 = Top 20%, 5 = Bottom 20%