Vanguard Diversified Equity Fund (VDEQX)
Fund Info
| ISIN | US9219394015 |
|---|---|
| CUSIP | 921939401 |
| Issuer | Vanguard |
| Inception Date | Jun 10, 2005 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Min. Investment | $3,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
VDEQX features an expense ratio of 0.35%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Diversified Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Vanguard Diversified Equity Fund had a return of 18.75% year-to-date (YTD) and 32.01% in the last 12 months. Over the past 10 years, Vanguard Diversified Equity Fund had an annualized return of 12.08%, outperforming the S&P 500 benchmark which had an annualized return of 11.33%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.75% | 24.30% |
| 1 month | 1.79% | 4.09% |
| 6 months | 9.88% | 14.29% |
| 1 year | 32.01% | 35.42% |
| 5 years (annualized) | 14.16% | 13.95% |
| 10 years (annualized) | 12.08% | 11.33% |
Monthly Returns
The table below presents the monthly returns of VDEQX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.89% | 5.57% | 3.21% | -4.47% | 3.94% | 2.54% | 1.38% | 2.29% | 1.69% | -0.91% | 18.75% | ||
| 2023 | 8.68% | -2.50% | 2.30% | 0.43% | 0.74% | 6.83% | 4.00% | -2.57% | -4.84% | -3.17% | 10.16% | 5.80% | 27.51% |
| 2022 | -6.75% | -2.24% | 2.06% | -10.05% | -0.75% | -8.85% | 9.81% | -3.54% | -9.22% | 7.99% | 4.86% | -6.11% | -22.59% |
| 2021 | -0.15% | 4.00% | 2.00% | 5.48% | -0.12% | 3.33% | 1.22% | 2.57% | -4.36% | 6.35% | -2.45% | 2.45% | 21.69% |
| 2020 | 0.21% | -7.53% | -14.42% | 14.37% | 6.93% | 3.20% | 5.99% | 6.99% | -3.52% | -1.54% | 13.81% | 5.14% | 29.01% |
| 2019 | 9.36% | 4.04% | 0.82% | 4.30% | -6.80% | 7.35% | 1.37% | -2.45% | 1.20% | 2.21% | 4.45% | 2.76% | 31.44% |
| 2018 | 5.98% | -3.19% | -1.65% | 0.48% | 2.85% | 0.49% | 3.09% | 3.60% | 0.15% | -8.40% | 1.81% | -9.52% | -5.40% |
| 2017 | 2.26% | 3.54% | 0.53% | 1.22% | 1.48% | 1.06% | 1.99% | 0.12% | 2.56% | 2.18% | 2.76% | 0.99% | 22.71% |
| 2016 | -6.90% | -0.76% | 6.85% | 0.81% | 1.88% | -1.12% | 4.54% | 0.38% | 0.38% | -2.44% | 4.13% | 1.02% | 8.39% |
| 2015 | -2.66% | 6.54% | -0.60% | 0.36% | 1.76% | -1.38% | 1.49% | -6.24% | -3.53% | 7.42% | 0.60% | -2.11% | 0.83% |
| 2014 | -2.95% | 5.43% | -0.35% | -0.67% | 2.30% | 2.75% | -2.28% | 4.25% | -2.26% | 2.47% | 2.59% | -0.30% | 11.09% |
| 2013 | 5.55% | 0.94% | 3.87% | 1.33% | 3.48% | -1.20% | 5.71% | -2.47% | 4.04% | 3.77% | 3.19% | 2.80% | 35.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VDEQX is 59, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Diversified Equity Fund (VDEQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Diversified Equity Fund provided a 3.91% dividend yield over the last twelve months, with an annual payout of $2.04 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.04 | $2.04 | $4.66 | $3.75 | $2.70 | $2.74 | $2.05 | $1.98 | $2.31 | $2.81 | $1.58 | $0.66 |
Dividend yield | 3.91% | 4.65% | 12.92% | 7.13% | 5.82% | 7.20% | 6.61% | 5.66% | 7.67% | 9.42% | 4.87% | 2.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Diversified Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.04 | $2.04 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.66 | $4.66 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.75 | $3.75 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.70 | $2.70 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.74 | $2.74 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.05 | $2.05 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.98 | $1.98 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.31 | $2.31 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.81 | $2.81 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.58 | $1.58 |
| 2013 | $0.66 | $0.66 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Diversified Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Diversified Equity Fund was 56.27%, occurring on Mar 9, 2009. Recovery took 769 trading sessions.
The current Vanguard Diversified Equity Fund drawdown is 1.25%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.27% | Oct 10, 2007 | 354 | Mar 9, 2009 | 769 | Mar 26, 2012 | 1123 |
| -35.47% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -29.26% | Nov 17, 2021 | 229 | Oct 14, 2022 | 299 | Dec 22, 2023 | 528 |
| -21.33% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -18.66% | Jun 24, 2015 | 161 | Feb 11, 2016 | 144 | Sep 7, 2016 | 305 |
Volatility
Volatility Chart
The current Vanguard Diversified Equity Fund volatility is 3.30%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.