VSMGX
Vanguard LifeStrategy Moderate Grwth-Inv
$30.95
-0.03 (-0.10%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 21048.662M |
52 Week High | 31.78 |
52 Week Low | 26.999 |
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Key Data
Symbol | VSMGX |
---|---|
Type | Mutual Fund |
Category | Balanced |
Price | 30.95 |
Price Yesterday | 30.98 |
Market Cap | 21,048.66 |
YTD Return | 1.64% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 3000 |
Redeption Fee | 0 |
Prospectus | 0.0013 |
Overview
52 Week High | 31.78 |
---|---|
52 Week Low | 27.00 |
Market Cap | 21,048.66M |
Shares Outstanding | 680.09M |
Income Dividend Yield | 2.59% |
Long Term Dividend Yield | 1.33% |
Short Term Dividend Yield | 0.04% |
52 Week Yield (All) | 3.95% |
Returns Annualized
One Day | -21.68% |
---|---|
Five Days | 48.10% |
One Months | -23.18% |
Three Months | 9.01% |
Six Months | 27.90% |
Nine Months | 7.93% |
One Year | 10.70% |
Three Years | 1.07% |
Five Years | 5.92% |
Ten Years | 6.05% |
YTD | 5.34% |
Since Inception | 7.28% |
Returns Total
One Day | -0.10% |
---|---|
Five Days | 0.78% |
One Month | -2.27% |
Three Months | 2.18% |
Six Months | 12.97% |
Nine Months | 5.92% |
One Year | 10.69% |
Three Years | 3.23% |
Five Years | 33.26% |
Ten Years | 79.75% |
YTD | 1.64% |
Since Inception | 707.25% |
Yearly Returns
2024 | 1.64% |
---|---|
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 | -6.64% |
---|---|
Beta | 0.62 |
Correlation | 94.36% |
Downside Deviation | 2.27% |
Coefficient of determination | 89.03% |
Standard Deviation | 2.27% |
Sharpe Ratio | -1.76 |
Sortino | -6.1 |
Treynor | 8.52 |
Ulcer Index | 2.65 |
Ulcer Performance Index | -5.23 |