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VEVFX: VANGUARD EXPLORER VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 47.24 0.56(1.17%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 03/31/2010 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 10.75% |
| Expenses | 0.53% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 12.8 | 30.3 | 16.6 | 6.8 | 9.6 | 10.0 | 10.6 | 7.4 | 13.8 | 15.3 | -14.1 | 28.5 | 3.3 | 26.9 | -13.0 | 10.0 | 20.7 | -2.7 | 5.0 | 38.1 | 18.7 | -2.4 | 17.5 |
| Sharpe Ratio | NA | 1.68 | 1.57 | 0.68 | 0.21 | 0.35 | NA | 0.45 | 0.2 | 0.56 | 0.62 | -0.63 | 1.45 | 0.07 | 1.79 | -0.92 | 0.87 | 1.2 | -0.18 | 0.36 | 3.02 | 1.22 | -0.08 | 1.04 |
| Draw Down(%) | NA | 10.3 | 10.3 | 27.3 | 27.3 | 47.5 | NA | 47.5 | 23.9 | 9.5 | 16.6 | 24.5 | 10.2 | 47.5 | 8.6 | 25.7 | 4.9 | 13.3 | 14.7 | 13.8 | 5.8 | 12.5 | 26.8 | 17.2 |
| Standard Deviation(%) | NA | 17.8 | 17.6 | 19.6 | 20.7 | 22.7 | NA | 21.4 | 22.8 | 18.1 | 19.0 | 24.7 | 19.7 | 46.1 | 14.2 | 15.8 | 10.8 | 17.1 | 15.2 | 13.6 | 12.6 | 15.4 | 29.6 | 22.8 |
| Treynor Ratio | NA | 0.32 | 0.28 | 0.13 | 0.04 | 0.08 | NA | 0.1 | 0.04 | 0.1 | 0.12 | -0.18 | 0.29 | 0.03 | 0.27 | -0.16 | 0.1 | 0.21 | -0.03 | 0.05 | 0.42 | 0.2 | -0.03 | 0.27 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.04 | -0.06 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.93 | 1.0 | 1.01 | 0.97 | 1.0 | NA | 0.97 | 1.02 | 1.03 | 1.0 | 0.88 | 0.99 | 1.11 | 0.94 | 0.91 | 0.98 | 1.0 | 0.97 | 0.93 | 0.91 | 0.94 | 0.93 | 0.89 |
| RSquared | NA | 0.85 | 0.87 | 0.93 | 0.94 | 0.91 | NA | 0.93 | 0.94 | 0.94 | 0.96 | 0.96 | 0.89 | 0.96 | 0.94 | 0.95 | 0.85 | 0.96 | 0.96 | 0.95 | 0.97 | 0.98 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.1 | 14.6 | 2.8 | 3.2 | 5.1 | 0.9 | 1.8 | 7.1 | 0.8 | 2.7 | 5.8 | 6.0 | 8.8 | 3.4 | 5.2 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -31.3 | 483.2 | -27.3 | -21.6 | 484.2 | -40.2 | -79.4 | 808.2 | -62.1 | -57.7 | -3.1 | -16.1 | 201.1 | -39.2 | 265.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/2010
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