See what your fund actually adds
Vanguard Strategic Equity Fund Investor Shares VSEQX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | VSEQX | Replication |
|---|---|---|
| Annualized growth | 11.9% | 7.1% |
| Annualized volatility | 18.6% | 18.5% |
| Sharpe ratio | 0.70 | 0.46 |
| Maximum drawdown | 21.8% | 25.3% |
| Replication fit (R²) | 0.98 · Tracking error 2.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model VSEQX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 48.7% |
| IJH | US Mid Cap | 17.7% |
| VOT | Mid-Cap · Growth | 16.8% |
| IJR | US Small Cap | 9.9% |
| VBK | Small-Cap · Growth | 7.0% |