Vanguard Strategic Equity Fund (VSEQX)
Fund Info
US9220381043
922038104
Aug 14, 1995
North America (U.S.)
$3,000
Mid-Cap
Blend
Expense Ratio
VSEQX has an expense ratio of 0.17%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard Strategic Equity Fund (VSEQX) returned -0.11% year-to-date (YTD) and -1.71% over the past 12 months. Over the past 10 years, VSEQX returned 1.82% annually, underperforming the S&P 500 benchmark at 10.87%.
VSEQX
-0.11%
13.84%
-11.84%
-1.71%
7.83%
1.82%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.37%
10.87%
Monthly Returns
The table below presents the monthly returns of VSEQX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.43% | -4.56% | -6.16% | -1.89% | 8.87% | -0.11% | |||||||
| 2024 | -1.02% | 5.03% | 5.46% | -6.00% | 3.90% | -1.17% | 7.21% | 0.44% | 2.30% | -1.10% | 9.57% | -15.79% | 6.36% |
| 2023 | 9.41% | -1.40% | -4.27% | -1.39% | -2.02% | 9.83% | 4.24% | -3.55% | -4.66% | -5.82% | 9.25% | 5.45% | 13.97% |
| 2022 | -5.85% | 0.82% | 1.87% | -6.99% | 0.92% | -10.43% | 10.50% | -2.61% | -9.49% | 11.60% | 5.14% | -13.93% | -20.04% |
| 2021 | 3.15% | 6.40% | 4.05% | 5.05% | 1.66% | 0.54% | 0.02% | 3.04% | -3.74% | 4.95% | -3.05% | -12.53% | 8.26% |
| 2020 | -2.00% | -10.04% | -22.80% | 15.16% | 7.06% | 1.43% | 6.04% | 3.58% | -3.04% | 0.76% | 13.06% | 6.30% | 9.77% |
| 2019 | 11.30% | 4.90% | -0.85% | 3.05% | -7.53% | 6.81% | 1.22% | -3.12% | 1.56% | 1.54% | 4.20% | 0.48% | 24.75% |
| 2018 | 4.59% | -4.17% | 0.23% | -0.64% | 4.34% | -0.03% | 1.92% | 4.80% | -1.51% | -10.56% | 0.30% | -17.56% | -18.99% |
| 2017 | 1.36% | 2.35% | -0.68% | 0.99% | -1.46% | 2.14% | 1.27% | -2.10% | 3.81% | 2.09% | 2.61% | -5.86% | 6.29% |
| 2016 | -7.81% | 1.19% | 7.65% | -0.18% | 1.30% | -0.66% | 6.09% | 0.07% | 0.33% | -3.22% | 10.36% | 1.19% | 16.14% |
| 2015 | -0.81% | 4.89% | 1.08% | -1.27% | 2.04% | -1.85% | 0.75% | -5.99% | -2.75% | 5.55% | 1.20% | -12.65% | -10.65% |
| 2014 | -2.03% | 6.02% | 0.71% | -0.89% | 2.09% | 3.28% | -2.99% | 4.78% | -3.93% | 3.31% | 2.39% | -3.94% | 8.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VSEQX is 15, meaning it’s performing worse than 85% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Vanguard Strategic Equity Fund provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.46 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.46 | $0.46 | $0.52 | $0.46 | $0.53 | $0.48 | $0.44 | $0.40 | $0.46 | $0.51 | $0.51 | $0.35 |
Dividend yield | 1.28% | 1.28% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Strategic 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.51 | $0.51 |
| 2014 | $0.35 | $0.35 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Strategic 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 Strategic Equity Fund was 67.44%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.
The current Vanguard Strategic Equity Fund drawdown is 21.03%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.44% | Jun 5, 2007 | 442 | Mar 9, 2009 | 1045 | May 3, 2013 | 1487 |
| -47.91% | Aug 30, 2018 | 392 | Mar 23, 2020 | 192 | Dec 23, 2020 | 584 |
| -37.2% | Oct 8, 1997 | 262 | Oct 8, 1998 | 314 | Dec 22, 1999 | 576 |
| -36.53% | Nov 17, 2021 | 489 | Oct 27, 2023 | — | — | — |
| -28.98% | Jun 24, 2015 | 161 | Feb 11, 2016 | 253 | Feb 13, 2017 | 414 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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