Ratings & Risk for Vanguard Strategic Equity (VSEQX)

Morningstar Category: Mid-Cap Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low Average
    		138
    5-Year Below Average Above Average
    		112
    10-Year Average Average
    		78
    Overall Below Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 24.52 -0.74 -0.46
    5-Year 20.82 0.09 -0.09
    10-Year 18.33 0.53 0.19
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 90.97 1.21 -0.88
    3-Year 91.66 1.20 -1.99
    5-Year 89.69 1.24 -0.22
    10-Year 80.06 1.02 6.04

    S&P 500 TR

    Trailing data as of 10/31/2009