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Vanguard Strategic Equity Fund: (MF: VSEQX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$35.55 USD
-0.18 (-0.50%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.63 | 57 |
| 3 months | 9.63 | 57 |
| 6 months | 24.41 | 55 |
| 1 Year | 26.54 | 62 |
| 3 Year | 9.71 | 25 |
| 5 Year | 12.73 | 53 |
| 10 Year | 10.31 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 140.88 |
| Bear Market (10/07 - 2/09) | -56.18 |
| Bull Market (2/09 - 3/21) | 842.90 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 26.54 |
| 5 Year | 12.72 |
| 10 Year | 10.31 |
| Since Inception | 10.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.63 | NA | NA | NA |
| 2023 | 3.26 | 6.10 | -4.14 | 13.48 |
| 2022 | -3.30 | -15.92 | -2.60 | 11.36 |
| 2021 | 14.18 | 7.37 | -0.78 | 7.56 |
| 2020 | -31.93 | 25.04 | 6.50 | 21.64 |
| 2019 | 15.75 | 1.78 | -0.40 | 8.02 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.63 | 19.19 | -11.81 | 30.84 | 10.25 | 26.75 | -11.91 | 13.78 | 17.91 | -1.39 | 13.67 |
| % Total Return Rel to Index | -0.92 | -7.04 | 6.39 | 2.16 | -8.14 | -4.73 | -7.51 | -8.01 | 5.98 | -2.78 | 0.03 |
| % Total Return Rel to Peer | 0.00 | -6.93 | 13.05 | 16.01 | -15.53 | 1.54 | -7.49 | -5.45 | 14.41 | -1.57 | 8.02 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 4.00 | 5.00 | 5.00 | 1.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.51 | 0.45 | 0.52 | 0.47 | 0.44 | 0.39 | 0.45 | 0.50 | 0.50 | 0.35 |
| % Yield | 0.00 | 1.36 | 1.28 | 1.08 | 1.24 | 1.23 | 1.26 | 1.20 | 1.46 | 1.54 | 0.99 |
| Capital Gains ($) | 0.00 | 1.58 | 3.14 | 7.75 | 0.16 | 0.53 | 2.41 | 2.39 | 0.50 | 2.97 | 1.51 |
| Expense Ratio | 0.00 | 0.17 | 0.17 | 0.17 | 0.17 | 0.17 | 0.17 | 0.18 | 0.18 | 0.21 | 0.27 |
* 1 = Top 20%, 5 = Bottom 20%