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VCVSX: VANGUARD CONVERTIBLE SECURITIES FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Convertibles |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/19/1986 |
| Last Dividend Date: | 12/18/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.59% |
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Performance Analytics (As of 04/05/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/19/1986 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.1 | 3.5 | 3.5 | 4.6 | 5.7 | 6.2 | 0.0 | 0.0 | 2.7 | -2.7 | 8.8 | 6.6 | -1.4 | 2.4 | 19.2 | 14.5 | -6.7 | 19.3 | 40.9 | -29.8 | 10.5 | 9.2 | 6.6 | 7.2 | 31.6 | -9.4 | -3.1 | 5.8 | 23.7 | 0.6 | 6.1 | 3.9 | 15.4 | -7.3 | 5.3 | 19.0 | 34.3 | -8.2 | 15.8 | 15.7 | -12.0 | 0.7 |
| Sharpe Ratio | NA | 0.0 | -0.25 | 0.55 | 0.43 | NA | NA | 0.38 | 0.0 | 0.0 | 3.77 | -0.58 | 1.84 | 0.88 | -0.21 | 0.35 | 3.02 | 1.95 | -0.52 | 1.59 | 3.23 | -1.56 | 0.84 | 0.78 | 0.61 | 0.9 | 3.93 | -0.99 | -0.4 | 0.06 | 1.62 | -0.24 | 0.19 | 0.02 | 1.65 | -1.65 | 0.32 | 2.22 | 3.35 | -1.47 | 1.59 | 1.84 | -1.19 | -0.39 |
| Draw Down(%) | NA | 0.0 | 8.9 | 8.9 | 18.9 | NA | NA | 40.1 | 0.0 | 0.0 | 0.7 | 8.9 | 1.9 | 8.3 | 9.5 | 9.0 | 4.1 | 7.6 | 18.9 | 9.8 | 8.6 | 38.7 | 6.6 | 5.5 | 8.1 | 7.5 | 3.9 | 18.3 | 16.1 | 19.2 | 7.6 | 26.5 | 15.2 | 12.3 | 4.9 | 9.9 | 9.3 | 3.9 | 4.5 | 21.7 | 7.0 | 3.6 | 25.8 | 4.4 |
| Standard Deviation(%) | NA | NA | 4.1 | 5.0 | 7.1 | NA | NA | 10.6 | NA | NA | 3.1 | 7.1 | 4.5 | 7.3 | 6.9 | 6.8 | 6.3 | 7.4 | 13.0 | 12.1 | 12.6 | 19.6 | 8.9 | 7.5 | 7.1 | 6.9 | 7.8 | 10.6 | 13.9 | 25.2 | 12.5 | 12.1 | 12.7 | 14.2 | 6.9 | 6.3 | 10.0 | 7.4 | 9.0 | 9.3 | 6.2 | 5.9 | 13.6 | 5.3 |
| Treynor Ratio | NA | 0.0 | -0.01 | 0.03 | 0.03 | NA | NA | 0.04 | 0.0 | 0.0 | 0.12 | -0.04 | 0.08 | 0.06 | -0.01 | 0.02 | 0.19 | 0.15 | -0.07 | 0.19 | 0.41 | -0.31 | 0.07 | 0.06 | 0.04 | 0.06 | 0.31 | -0.11 | -0.06 | 0.02 | 0.2 | -0.03 | 0.02 | 0.0 | 0.11 | -0.1 | 0.03 | 0.16 | 0.3 | -0.14 | 0.1 | 0.11 | -0.16 | -0.02 |
| Alpha | NA | NA | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | NA | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 0.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 0.0 | 0.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 3.3 | 3.3 | 4.6 | 5.2 | 6.0 | N/A | 0.0 | 0.0 | 0.0 | 10.2 | 3.2 | 1.4 | 3.1 | 9.9 | 10.9 | 7.3 | 5.1 | 11.9 | 5.1 | 2.8 | 10.0 | 7.5 | 5.7 | 6.6 | 4.0 | 3.9 | 4.3 | 9.2 | 4.4 | 4.6 | 4.7 | 4.0 | 5.1 | 4.3 | 4.5 | 5.1 | 6.6 | 5.9 | 6.5 | 7.1 | 5.8 | 2.6 |
| Dividend Growth(%) | N/A | N/A | 33.5 | -57.9 | -16.2 | 26.9 | N/A | N/A | N/A | N/A | -100.0 | 235.6 | 146.6 | -57.0 | -71.1 | -3.7 | 60.0 | 25.8 | -54.0 | 214.9 | 23.5 | -71.8 | 35.7 | 34.6 | -14.8 | 109.5 | -10.6 | -13.0 | -56.5 | 148.0 | -7.4 | 0.0 | 14.9 | -13.0 | 5.9 | -3.8 | 0.0 | -1.9 | -5.3 | 1.8 | -1.8 | 1.8 | 115.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/1986
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Convertibles Asset Class Trend Rankings |
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