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Vanguard Strategic Equity Inv (VSEQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.15+0.01 (+0.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.21%
5-year average return11.13%
Number of years up22
Number of years down6
Best 1-yr total return (2 Jul 2024)41.54%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return41.54%
Worst 3-yr total return5.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVSEQXCategory
YTD5.82%17.04%
1-month-1.17%-0.01%
3-month-3.48%5.47%
1-year15.12%50.44%
3-year5.89%13.15%
5-year11.55%13.75%
10-year9.45%11.35%
Last bull market32.12%25.95%
Last bear market-15.92%-22.55%

Annual total return (%) history

Year
VSEQXCategory
2024
N/AN/A
2023
19.21%N/A
2022
-11.80%N/A
2021
30.86%N/A
2020
10.27%12.39%
2019
26.75%26.21%
2018
-11.91%-11.15%
2017
13.78%15.93%
2016
17.92%14.14%
2015
-1.41%-4.75%
2014
13.68%7.80%
2013
41.54%34.10%
2012
18.90%16.15%
2011
1.17%-3.81%
2010
21.38%22.52%
2009
32.06%37.39%
2008
-41.51%-39.18%
2007
-1.84%4.85%
2006
13.43%14.03%
2005
9.97%9.25%
2004
20.49%16.30%
2003
43.83%36.28%
2002
-13.14%-16.55%
2001
5.42%-3.12%
2000
7.46%6.36%
1999
19.25%20.92%
1998
0.61%10.36%
1997
26.22%25.92%
1996
25.03%19.23%
1995
N/A30.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.63%-3.48%N/AN/A
20233.27%6.11%-4.15%13.49%
2022-3.30%-15.92%-2.60%11.38%
202114.19%7.37%-0.79%7.58%
2020-31.94%25.04%6.50%21.65%
201915.76%1.78%-0.41%8.02%
20180.47%3.63%5.20%-19.58%
20173.03%1.65%2.92%5.57%
20160.42%0.46%6.51%9.74%
20155.16%-1.12%-7.89%2.94%
20144.60%4.49%-2.35%6.51%
201313.75%2.99%8.79%11.05%
201214.18%-5.78%6.54%3.74%
201110.70%0.94%-20.37%13.70%
20107.13%-10.51%11.26%13.78%
2009-13.14%19.45%19.41%6.59%
2008-9.97%2.71%-13.26%-27.08%
20074.86%5.57%-4.70%-6.96%
20069.12%-2.93%-0.69%7.83%
2005-1.87%5.04%5.39%1.23%
20045.93%0.76%-1.35%14.44%
2003-0.92%18.95%8.10%12.89%
20024.46%-6.98%-15.07%5.24%
2001-3.70%10.75%-14.02%14.96%
20002.21%0.00%4.90%0.23%
1999-2.68%12.52%-5.22%14.90%
19989.79%-4.87%-20.66%21.40%
1997-0.80%18.14%14.47%-5.91%
19966.69%4.88%1.66%9.91%
19953.64%N/AN/AN/A

Rank in category (by total return)

YTD43
1-month54
3-month49
1-year29
3-year17
5-year14

Load adjusted returns

1-year15.12%
3-year5.89%
5-year11.55%
10-year9.45%