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VSEQX Vanguard Strategic Equity Fund Investor Shares

Over the last 15 years (2011-082026-09), $10,000 invested in VSEQX with dividends reinvested grew to $33,6718.33% a year — with a worst peak-to-trough fall of -38.08%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
8.33%
Volatility (annualized)
19.45%
Worst drawdown
-38.08%
Sharpe ratio
0.43

About VSEQX

Vanguard Strategic Equity Fund Investor Shares is an actively managed mutual fund focused on delivering long-term capital appreciation by investing primarily in small- and mid-capitalization domestic equities. Employing a quantitative investment strategy, the fund's managers select stocks they believe possess above-average growth potential, blending both growth and value styles for diversification. Its portfolio is broad, typically holding several hundred individual securities across major economic sectors, with significant allocations to technology, financial services, industrials, and consumer cyclical industries. This approach aims to capitalize on the return potential inherent in the U.S. mid- and small-cap market segment while managing risk through broad diversification. With a low expense ratio relative to peers, the fund appeals to investors seeking exposure to a wide spectrum of dynamic, under-researched companies with growth prospects. The Vanguard Strategic Equity Fund plays a significant role in providing access to U.S. small- and mid-cap equities within a single, actively managed vehicle, making it a core holding option for diversified equity portfolios.

Put VSEQX to the test

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Educational use only — not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

VSEQX — Vanguard Strategic Equity Fund Investor Shares: returns, risk & backtest · Informed Portfolio