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VDIGX: VANGUARD DIVIDEND GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 37.19 0.04(0.11%) April 17
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (90%) |
Start Date: | 09/23/1992 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 1.60% |
Expenses | 0.30% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/31/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 1.1 | 7.2 | 6.3 | 10.6 | 10.5 | 12.7 | 9.6 | 8.4 | 8.1 | -4.9 | 24.9 | 12.0 | 30.9 | -0.9 | 16.1 | 7.5 | 2.7 | 11.8 | 31.5 | 10.4 | 9.4 | 11.4 | 21.7 | -25.6 | 7.0 | 19.6 | 4.2 | 11.0 | 29.2 | -23.8 | -19.4 | 18.8 | -3.0 | 21.8 | 25.1 | 5.3 | 34.0 | -8.6 | 15.1 | 4.9 |
Sharpe Ratio | NA | 0.23 | 0.53 | 0.33 | 0.49 | 0.61 | NA | NA | 0.46 | 0.37 | -0.33 | 2.21 | 0.36 | 2.78 | -0.15 | 2.32 | 0.62 | 0.19 | 1.16 | 3.22 | 0.96 | 0.49 | 0.77 | 0.97 | -0.76 | 0.28 | 1.81 | 0.21 | 0.97 | 1.81 | -1.03 | -1.31 | 0.94 | -0.57 | 1.68 | 2.37 | 0.2 | 4.54 | -1.25 | 1.84 | 2.96 |
Draw Down(%) | NA | 4.2 | 9.3 | 16.2 | 33.0 | 33.0 | NA | NA | 45.2 | 9.3 | 16.2 | 5.1 | 33.0 | 4.6 | 14.9 | 3.1 | 7.0 | 10.3 | 6.3 | 5.0 | 7.7 | 15.3 | 12.8 | 22.2 | 36.5 | 8.4 | 6.8 | 5.8 | 7.0 | 14.4 | 34.1 | 24.0 | 7.6 | 9.1 | 7.5 | 6.7 | 7.8 | 2.4 | 11.3 | 6.5 | 2.7 |
Standard Deviation(%) | NA | 8.3 | 9.3 | 13.7 | 18.7 | 15.6 | NA | NA | 15.3 | 10.4 | 18.9 | 11.2 | 32.3 | 10.6 | 14.4 | 6.7 | 11.7 | 14.5 | 10.2 | 9.8 | 10.9 | 19.1 | 14.7 | 22.2 | 34.7 | 14.1 | 9.1 | 9.7 | 10.3 | 15.8 | 24.2 | 16.8 | 15.6 | 10.9 | 11.0 | 9.1 | 8.7 | 6.6 | 9.2 | 7.0 | 5.8 |
Treynor Ratio | NA | 0.03 | 0.08 | 0.07 | 0.11 | 0.12 | NA | NA | 0.09 | 0.06 | -0.09 | 0.36 | 0.13 | 0.38 | -0.03 | 0.2 | 0.09 | 0.03 | 0.14 | 0.37 | 0.13 | 0.12 | 0.14 | 0.27 | -0.32 | 0.05 | 0.19 | 0.02 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.04 | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.04 | 0.04 | 0.02 | -0.02 | 0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.03 | 0.0 | 0.0 | 0.03 | 0.0 | 0.02 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.55 | 0.64 | 0.7 | 0.81 | 0.82 | NA | NA | 0.82 | 0.68 | 0.71 | 0.69 | 0.91 | 0.78 | 0.8 | 0.78 | 0.85 | 0.92 | 0.86 | 0.85 | 0.81 | 0.79 | 0.79 | 0.79 | 0.84 | 0.88 | 0.86 | 0.92 | 0.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.59 | 0.67 | 0.81 | 0.87 | 0.88 | NA | NA | 0.68 | 0.75 | 0.87 | 0.68 | 0.94 | 0.83 | 0.91 | 0.6 | 0.93 | 0.96 | 0.93 | 0.93 | 0.93 | 0.96 | 0.96 | 0.96 | 0.97 | 0.96 | 0.94 | 0.95 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1993
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