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VAGLX: AGGRESSIVE GROWTH LIFESTYLE FUND AGGRESSIVE GROWTH LIFESTYLE FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/25/1998 |
| Last Dividend Date: | 05/13/2021 |
| 12-Mo. Yield | 5.02% |
| Expenses | 0.92% |
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Performance Analytics (As of 03/02/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/25/1998 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -74.4 | -30.4 | -17.6 | -5.4 | -2.4 | -0.1 | 0.2 | -4.2 | -72.1 | 13.5 | 23.0 | -8.6 | 16.3 | 8.8 | -0.9 | 4.3 | 22.0 | 15.2 | -0.2 | 15.9 | 29.2 | -33.0 | 9.8 | 5.2 | 9.6 | 13.4 | 29.4 | -18.4 | -12.5 | -6.5 | 30.0 | 4.1 |
| Sharpe Ratio | NA | -0.55 | -0.39 | -0.29 | -0.13 | NA | NA | -0.03 | -1.57 | -0.53 | 0.53 | 2.31 | -0.85 | 2.05 | 0.72 | -0.08 | 0.43 | 2.15 | 1.54 | -0.01 | 1.07 | 1.35 | -1.12 | 0.4 | 0.13 | 0.79 | 1.13 | 2.18 | -1.02 | -0.82 | -0.53 | 2.29 | 4.02 |
| Draw Down(%) | NA | 74.9 | 75.2 | 75.2 | 75.2 | NA | NA | 75.2 | 4.2 | 75.2 | 29.3 | 5.5 | 16.1 | 3.0 | 10.3 | 10.7 | 8.0 | 7.4 | 8.3 | 15.1 | 11.9 | 20.4 | 42.7 | 10.8 | 12.0 | 6.0 | 8.9 | 12.2 | 28.8 | 29.6 | 17.8 | 7.8 | 3.3 |
| Standard Deviation(%) | NA | 136.1 | 80.1 | 62.4 | 44.8 | NA | NA | 32.2 | 14.9 | 136.4 | 24.7 | 9.4 | 11.8 | 7.6 | 11.9 | 11.2 | 9.9 | 10.2 | 10.0 | 17.0 | 14.8 | 21.5 | 30.1 | 16.6 | 13.4 | 9.3 | 11.0 | 13.1 | 19.3 | 18.5 | 20.1 | 11.6 | 12.3 |
| Treynor Ratio | NA | 0.86 | -0.37 | -0.2 | -0.06 | NA | NA | -0.01 | -13.4 | 0.94 | 0.12 | 0.17 | -0.09 | 0.11 | 0.06 | -0.01 | 0.03 | 0.15 | 0.12 | 0.0 | 0.12 | 0.23 | -0.27 | 0.04 | 0.01 | 0.06 | 0.09 | 0.22 | -0.15 | -0.11 | -0.08 | 0.3 | 0.71 |
| Alpha | NA | -0.28 | -0.09 | -0.06 | -0.03 | NA | NA | -0.02 | -0.1 | -0.23 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | -0.04 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | -0.03 | 0.01 | -0.03 | 0.02 | -0.01 | 0.01 | -0.03 | -0.03 | -0.02 | 0.05 | 0.04 |
| Beta | NA | -0.86 | 0.84 | 0.91 | 1.04 | NA | NA | 1.2 | 0.02 | -0.77 | 1.13 | 1.28 | 1.17 | 1.38 | 1.45 | 1.23 | 1.44 | 1.44 | 1.32 | 1.23 | 1.38 | 1.26 | 1.26 | 1.54 | 1.53 | 1.31 | 1.46 | 1.32 | 1.3 | 1.4 | 1.3 | 0.9 | 0.7 |
| RSquared | NA | 0.01 | 0.06 | 0.09 | 0.15 | NA | NA | 0.4 | 0.0 | 0.01 | 0.9 | 0.95 | 0.95 | 0.52 | 0.91 | 0.91 | 0.94 | 0.94 | 0.95 | 0.97 | 0.97 | 0.95 | 0.95 | 0.73 | 0.58 | 0.83 | 0.86 | 0.88 | 0.88 | 0.9 | 0.85 | 0.78 | 0.64 |
| Yield(%) | N/A | 5.0 | 7.9 | 7.2 | 7.0 | 5.6 | 5.8 | N/A | 0.0 | 5.3 | 7.5 | 11.9 | 4.8 | 7.7 | 9.5 | 8.9 | 1.8 | 0.0 | 1.5 | 1.7 | 2.4 | 2.0 | 17.6 | 8.0 | 0.0 | 2.0 | 1.2 | 1.0 | 0.6 | 1.0 | 19.3 | 12.8 | 0.2 |
| Dividend Growth(%) | N/A | -27.0 | 10.0 | 66.2 | 62.4 | N/A | N/A | N/A | -100.0 | -27.0 | -30.4 | 114.9 | -32.5 | -18.9 | -4.2 | 397.6 | N/A | -100.0 | -13.7 | -19.3 | 56.0 | -94.5 | 122.0 | N/A | -100.0 | 84.4 | 45.3 | 36.4 | -46.6 | -96.2 | 75.7 | 6547.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/25/1998
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