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VUVLX: VANGUARD U.S. VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/18/2000 |
| Last Dividend Date: | 02/03/2021 |
| 12-Mo. Yield | 3.63% |
| Expenses | 0.22% |
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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 07/18/2000 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 44.4 | 1.6 | 5.3 | 8.1 | 5.3 | 5.9 | 6.0 | -2.1 | -3.2 | 21.1 | -10.4 | 6.5 | 16.4 | -1.6 | 14.7 | 34.0 | 19.2 | 3.2 | 13.8 | 15.3 | -34.8 | -0.9 | 14.1 | 6.4 | 13.7 | 28.3 | -16.7 | 2.0 | 10.2 |
| Sharpe Ratio | NA | 1.88 | 0.02 | 0.21 | 0.4 | NA | NA | 0.24 | -0.5 | -0.09 | 1.59 | -0.72 | 0.59 | 1.07 | -0.1 | 1.29 | 2.82 | 1.44 | 0.13 | 0.7 | 0.52 | -0.82 | -0.24 | 1.02 | 0.38 | 1.12 | 1.68 | -0.74 | -0.03 | 1.29 |
| Draw Down(%) | NA | 12.4 | 42.0 | 42.0 | 42.0 | NA | NA | 58.4 | 8.1 | 42.0 | 7.3 | 20.7 | 5.8 | 12.6 | 12.8 | 7.9 | 5.7 | 10.6 | 21.0 | 17.4 | 31.5 | 47.9 | 14.0 | 7.6 | 7.4 | 8.5 | 15.8 | 32.3 | 18.4 | 8.3 |
| Standard Deviation(%) | NA | 23.6 | 25.1 | 21.1 | 18.9 | NA | NA | 20.4 | 16.3 | 38.7 | 12.4 | 16.3 | 10.0 | 15.1 | 15.3 | 11.4 | 12.0 | 13.4 | 25.0 | 19.7 | 29.3 | 43.5 | 16.8 | 10.5 | 10.9 | 11.3 | 16.4 | 23.9 | 16.5 | 15.0 |
| Treynor Ratio | NA | 0.49 | 0.01 | 0.04 | 0.07 | NA | NA | 0.05 | -0.18 | -0.03 | 0.19 | -0.12 | 0.05 | 0.15 | -0.02 | 0.14 | 0.32 | 0.18 | 0.03 | 0.13 | 0.16 | -0.36 | -0.04 | 0.1 | 0.04 | 0.12 | 0.3 | -0.21 | -0.01 | 0.21 |
| Alpha | NA | -0.02 | -0.04 | -0.03 | -0.01 | NA | NA | 0.0 | -0.12 | -0.02 | -0.02 | -0.02 | -0.04 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | 0.0 | -0.01 | 0.0 | 0.01 | 0.04 | 0.03 |
| Beta | NA | 0.91 | 1.02 | 1.02 | 1.03 | NA | NA | 0.97 | 0.46 | 1.04 | 1.06 | 1.02 | 1.13 | 1.11 | 0.98 | 1.03 | 1.06 | 1.05 | 1.04 | 1.07 | 0.92 | 0.99 | 0.98 | 1.06 | 1.0 | 1.03 | 0.93 | 0.85 | 0.76 | 0.93 |
| RSquared | NA | 0.7 | 0.89 | 0.88 | 0.92 | NA | NA | 0.94 | 0.18 | 0.92 | 0.96 | 0.96 | 0.64 | 0.95 | 0.98 | 0.96 | 0.97 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.92 | 0.94 | 0.95 | 0.94 | 0.96 | 0.87 | 0.91 |
| Yield(%) | N/A | 3.6 | 4.1 | 4.2 | 5.0 | 4.0 | 4.6 | N/A | 0.2 | 2.4 | 3.8 | 6.5 | 2.1 | 4.1 | 5.7 | 1.8 | 2.4 | 2.8 | 2.1 | 1.9 | 2.2 | 2.4 | 12.6 | 4.7 | 8.5 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -21.7 | 13.4 | 61.5 | 21.2 | N/A | N/A | N/A | -93.0 | -26.8 | -51.1 | 225.9 | -42.4 | -34.4 | 258.5 | -2.8 | 0.0 | 33.0 | 24.6 | -2.8 | -39.6 | -84.0 | 190.6 | -44.8 | 480.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2000
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