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VSBPX: VANGUARD STRUCTURED BROAD MARKET INSTITUTIONAL PLUS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/2004 |
| Last Dividend Date: | 12/28/2016 |
| 12-Mo. Yield | 42.20% |
| Expenses | 0.17% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/03/2004 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -44.9 | -21.8 | -11.3 | -92.5 | -28.6 | -6.4 | -0.3 | 28.8 | 14.7 | 2.3 | 13.7 | 23.1 | -39.9 | 0.9 | 15.4 | 7.5 | 10.9 |
| Sharpe Ratio | NA | -0.48 | -0.56 | -0.53 | -0.51 | -0.49 | -0.15 | -1.39 | -1.44 | -1.1 | 0.77 | -0.29 | -0.66 | -0.26 | 0.16 | -1.45 | -1.27 | -0.64 | -1.24 | -0.5 |
| Draw Down(%) | NA | 95.4 | 95.9 | 95.9 | 95.9 | 95.9 | 93.1 | 35.5 | 13.6 | 15.6 | 6.6 | 10.9 | 20.5 | 16.0 | 27.6 | 49.6 | 11.0 | 8.6 | 7.1 | 7.2 |
| Standard Deviation(%) | NA | 267.0 | 154.8 | 120.4 | 87.2 | 77.2 | 653.2 | 45.1 | 17.3 | 17.1 | 13.3 | 13.2 | 24.5 | 18.9 | 27.8 | 41.0 | 16.7 | 10.9 | 10.9 | 11.2 |
| Treynor Ratio | NA | -1.7 | -1.0 | -0.68 | -0.45 | -0.38 | 0.31 | -0.58 | -0.27 | -0.22 | 0.1 | -0.04 | -0.16 | -0.05 | 0.04 | -0.59 | -0.21 | -0.07 | -0.13 | -0.05 |
| Alpha | NA | -0.77 | -0.32 | -0.18 | -0.07 | -0.05 | -1.64 | -0.07 | -0.15 | -0.05 | 0.07 | 0.0 | 0.01 | 0.02 | -0.01 | -0.02 | -0.02 | 0.0 | 0.05 | 0.01 |
| Beta | NA | 0.76 | 0.87 | 0.93 | 1.0 | 1.0 | -3.24 | 1.07 | 0.93 | 0.84 | 1.07 | 1.0 | 1.03 | 1.04 | 1.01 | 1.0 | 1.04 | 1.06 | 1.06 | 1.05 |
| RSquared | NA | 0.01 | 0.04 | 0.07 | 0.3 | 0.31 | 0.01 | 0.14 | 0.7 | 0.34 | 0.8 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.98 | 0.99 | 0.99 |
| Yield(%) | N/A | 42.2 | 20.4 | 18.6 | 10.0 | N/A | 0.0 | 41.2 | 9.6 | 15.1 | 7.2 | 2.5 | 2.0 | 2.0 | 2.1 | 1.6 | 2.8 | 0.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 296.0 | 608.0 | 902.9 | N/A | N/A | -100.0 | 296.0 | -36.1 | 161.3 | 230.0 | 28.5 | 14.2 | 15.3 | -17.4 | -42.6 | 248.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2004
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See LARGE BLEND Asset Class Trend Rankings |
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