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Vanguard Strategic Equity Fund: (MF: VSEQX)
(NASDAQ Mutual Funds) As of Sep 15, 2021 08:00 PM ET
$45.20 USD
+0.58 (1.30%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2021
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 26.35 | 12 |
| 3 months | 3.62 | 77 |
| 6 months | 15.14 | 48 |
| 1 Year | 49.04 | 9 |
| 3 Year | 11.84 | 80 |
| 5 Year | 14.28 | 77 |
| 10 Year | 14.86 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 140.88 |
| Bear Market (10/07 - 2/09) | -56.18 |
| Bull Market (2/09 - 9/19) | 690.15 |
Load Adjusted Returns as of Aug 31, 2021
| 1 Year | 51.27 |
| 5 Year | 13.83 |
| 10 Year | 12.66 |
| Since Inception | 10.82 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2021 | 14.18 | 7.37 | NA | NA |
| 2020 | -31.93 | 25.04 | 6.50 | 21.64 |
| 2019 | 15.75 | 1.78 | -0.40 | 8.02 |
| 2018 | 0.47 | 3.63 | 5.20 | -19.58 |
| 2017 | 3.02 | 1.64 | 2.92 | 5.56 |
| 2016 | 0.42 | 0.45 | 6.51 | 9.73 |
Annual Return
| 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 26.35 | 10.25 | 26.75 | -11.91 | 13.78 | 17.91 | -1.39 | 13.67 | 41.54 | 18.90 | 1.16 |
| % Total Return Rel to Index | 4.78 | -8.14 | -4.73 | -7.51 | -8.01 | 5.98 | -2.78 | 0.03 | 9.16 | 2.91 | -0.93 |
| % Total Return Rel to Peer | 12.08 | -15.53 | 1.54 | -7.49 | -5.45 | 14.41 | -1.57 | 8.02 | 15.65 | 8.14 | 4.95 |
| % Perf Quintile vs Peer* | 1.00 | 5.00 | 4.00 | 5.00 | 5.00 | 1.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.47 | 0.44 | 0.39 | 0.45 | 0.50 | 0.50 | 0.35 | 0.36 | 0.35 | 0.19 |
| % Yield | 0.98 | 1.24 | 1.24 | 1.27 | 1.20 | 1.47 | 1.54 | 1.00 | 1.14 | 1.55 | 1.01 |
| Capital Gains ($) | 0.00 | 0.16 | 0.53 | 2.41 | 2.39 | 0.50 | 2.97 | 1.51 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.17 | 0.17 | 0.17 | 0.17 | 0.18 | 0.18 | 0.21 | 0.27 | 0.28 | 0.29 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%