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VMGRX: Vanguard Mid Cap Growth Fun (MUTUAL FUND)
Basic Info 24.47 0.13(0.53%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (80%) |
Start Date: | 07/22/2002 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.36% |
Expenses | 0.37% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 5.2 | 24.1 | -3.1 | 6.9 | 8.6 | 12.1 | 8.9 | 10.3 | 24.1 | -30.1 | 9.2 | 33.4 | 32.1 | -3.5 | 18.3 | 0.4 | 0.3 | 10.9 | 34.2 | 14.8 | 1.2 | 23.8 | 38.4 | -39.5 | 14.6 | 12.7 | 9.1 | 11.4 | 42.8 | 2.1 |
Sharpe Ratio | NA | 0.85 | 1.27 | -0.22 | 0.21 | 0.36 | NA | NA | 0.42 | 1.13 | -0.94 | 0.45 | 0.93 | 2.0 | -0.25 | 1.95 | 0.01 | 0.02 | 0.79 | 2.71 | 0.96 | 0.04 | 1.15 | 1.4 | -1.01 | 0.7 | 0.63 | 0.54 | 0.63 | 2.11 | 0.12 |
Draw Down(%) | NA | 7.8 | 16.6 | 39.7 | 39.7 | 39.7 | NA | NA | 53.5 | 16.6 | 35.3 | 11.6 | 37.0 | 9.2 | 24.5 | 3.2 | 16.3 | 13.2 | 9.3 | 5.6 | 11.7 | 23.3 | 16.3 | 19.2 | 50.0 | 11.2 | 16.2 | 8.8 | 20.6 | 12.5 | 15.8 |
Standard Deviation(%) | NA | 15.8 | 16.1 | 24.1 | 25.8 | 21.2 | NA | NA | 21.8 | 17.8 | 33.5 | 20.3 | 35.3 | 15.3 | 19.2 | 9.1 | 16.8 | 15.9 | 13.8 | 12.6 | 15.5 | 27.9 | 20.6 | 27.3 | 39.8 | 16.7 | 15.0 | 12.9 | 16.6 | 19.9 | 31.5 |
Treynor Ratio | NA | 0.13 | 0.19 | -0.05 | 0.05 | 0.07 | NA | NA | 0.1 | 0.19 | -0.31 | 0.08 | 0.34 | 0.28 | -0.05 | 0.18 | 0.0 | 0.0 | 0.11 | 0.37 | 0.16 | 0.01 | 0.26 | 0.42 | -0.48 | 0.12 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | 0.0 | 0.0 | -0.04 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.02 | NA | NA | NA | NA |
Beta | NA | 1.07 | 1.06 | 1.04 | 1.02 | 1.02 | NA | NA | 0.95 | 1.03 | 1.03 | 1.09 | 0.98 | 1.08 | 1.04 | 0.99 | 1.03 | 0.99 | 0.99 | 0.92 | 0.94 | 0.98 | 0.93 | 0.91 | 0.84 | 0.94 | 0.97 | NA | NA | NA | NA |
RSquared | NA | 0.95 | 0.95 | 0.97 | 0.97 | 0.97 | NA | NA | 0.82 | 0.96 | 0.98 | 0.96 | 0.98 | 0.96 | 0.97 | 0.8 | 0.95 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.98 | 0.98 | 0.97 | 0.94 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.5 | 8.6 | 10.2 | 9.5 | 15.2 | 10.5 | N/A | 0.5 | 0.2 | 28.2 | 7.8 | 12.5 | 12.2 | 0.4 | 0.7 | 7.6 | 13.1 | 12.0 | 6.5 | 2.0 | 0.1 | 0.2 | 0.2 | 6.4 | 15.3 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 80.0 | 16.1 | 68.1 | 185.9 | N/A | N/A | N/A | 80.0 | -99.5 | 341.7 | -24.4 | -14.2 | 3511.1 | -40.0 | -91.8 | -42.7 | 28.4 | 101.6 | 226.3 | 1800.0 | 0.0 | -50.0 | -96.3 | -59.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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