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VPMCX: VANGUARD PRIMECAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 159.76 1.69(1.07%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (95%) |
Start Date: | 03/05/1985 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 7.81% |
Expenses | 0.31% |
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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 08/12/1993 |
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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.3 | 5.8 | 29.1 | 7.0 | 12.8 | 13.3 | 15.3 | 11.4 | 12.9 | 28.2 | -15.2 | 21.6 | 17.2 | 27.8 | -2.0 | 29.6 | 10.7 | 2.7 | 18.7 | 39.7 | 15.3 | -1.8 | 12.9 | 34.4 | -32.1 | 11.4 | 12.3 | 8.5 | 18.3 | 37.8 | -24.6 | -13.3 | 4.7 | 41.5 | 25.5 | 36.8 | 18.3 | 35.5 | 11.4 | 17.5 | 6.2 | 27.1 | -3.7 | 16.0 | 12.2 | -4.5 | 21.4 | 20.4 |
Sharpe Ratio | NA | 1.34 | 2.02 | 0.27 | 0.52 | 0.66 | NA | NA | 0.56 | 1.77 | -0.67 | 1.49 | 0.49 | 1.82 | -0.17 | 3.43 | 0.7 | 0.16 | 1.45 | 3.5 | 1.15 | -0.08 | 0.71 | 1.32 | -0.86 | 0.54 | 0.75 | 0.57 | 1.38 | 2.14 | -0.97 | -0.63 | 0.02 | 2.02 | 1.07 | 1.93 | 1.2 | 2.73 | 0.74 | 1.3 | 0.34 | 1.56 | -0.55 | 0.85 | 0.49 | -0.27 | 1.34 | 1.28 |
Draw Down(%) | NA | 6.2 | 9.2 | 25.3 | 32.6 | 32.6 | NA | NA | 52.6 | 9.2 | 24.5 | 6.7 | 32.6 | 8.8 | 20.1 | 3.7 | 13.1 | 13.8 | 8.6 | 5.7 | 10.4 | 20.9 | 16.4 | 24.1 | 45.5 | 9.6 | 10.9 | 8.1 | 8.8 | 12.5 | 37.3 | 33.8 | 21.1 | 6.9 | 23.5 | 11.2 | 11.3 | 5.9 | 9.4 | 6.6 | 13.6 | 8.7 | 25.4 | 9.1 | 11.7 | 37.3 | 8.5 | 6.4 |
Standard Deviation(%) | NA | 11.7 | 12.5 | 17.9 | 21.7 | 18.6 | NA | NA | 18.8 | 13.7 | 24.7 | 14.5 | 34.1 | 14.5 | 19.1 | 8.5 | 15.0 | 16.1 | 12.9 | 11.3 | 13.4 | 23.8 | 18.1 | 26.0 | 38.1 | 15.5 | 12.1 | 11.2 | 12.6 | 17.4 | 26.4 | 25.4 | 26.6 | 18.9 | 20.7 | 17.2 | 12.3 | 11.6 | 11.4 | 11.8 | 11.2 | 14.9 | 16.5 | 12.2 | 15.2 | 31.7 | 12.8 | 15.6 |
Treynor Ratio | NA | 0.29 | 0.42 | 0.08 | 0.16 | 0.17 | NA | NA | 0.14 | 0.39 | -0.27 | 0.4 | 0.19 | 0.42 | -0.04 | 0.33 | 0.11 | 0.03 | 0.21 | 0.45 | 0.18 | -0.02 | 0.14 | 0.33 | -0.33 | 0.09 | 0.1 | 0.07 | 0.22 | 0.43 | -0.33 | -0.24 | 0.01 | 0.52 | 0.3 | 0.43 | 0.25 | 0.48 | 0.1 | 0.18 | 0.05 | 0.29 | -0.12 | 0.13 | 0.09 | -0.2 | 0.63 | 0.82 |
Alpha | NA | 0.01 | 0.01 | 0.02 | 0.01 | 0.01 | NA | NA | 0.03 | 0.0 | 0.05 | 0.05 | -0.1 | 0.0 | -0.01 | 0.01 | 0.04 | -0.02 | 0.02 | 0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.04 | 0.01 | 0.04 | 0.0 | 0.04 | 0.05 | 0.02 | 0.04 | 0.07 | 0.09 | 0.01 | 0.06 | 0.03 | 0.04 | 0.03 | 0.07 | 0.02 | -0.02 | -0.03 | -0.04 | 0.02 | 0.04 | 0.08 | 0.07 |
Beta | NA | 0.54 | 0.6 | 0.61 | 0.71 | 0.74 | NA | NA | 0.74 | 0.62 | 0.63 | 0.54 | 0.88 | 0.63 | 0.88 | 0.89 | 0.96 | 0.96 | 0.9 | 0.89 | 0.86 | 0.88 | 0.93 | 1.03 | 1.0 | 0.91 | 0.88 | 0.86 | 0.81 | 0.86 | 0.79 | 0.65 | 0.67 | 0.74 | 0.75 | 0.77 | 0.6 | 0.66 | 0.85 | 0.84 | 0.7 | 0.8 | 0.77 | 0.76 | 0.85 | 0.43 | 0.27 | 0.25 |
RSquared | NA | 0.76 | 0.74 | 0.81 | 0.8 | 0.8 | NA | NA | 0.73 | 0.74 | 0.87 | 0.64 | 0.85 | 0.63 | 0.92 | 0.81 | 0.89 | 0.92 | 0.91 | 0.89 | 0.87 | 0.96 | 0.96 | 0.94 | 0.96 | 0.93 | 0.89 | 0.81 | 0.87 | 0.9 | 0.9 | 0.82 | 0.76 | 0.68 | 0.75 | 0.8 | 0.48 | 0.35 | 0.64 | 0.5 | 0.48 | 0.7 | 0.8 | 0.69 | 0.77 | 0.29 | 0.21 | 0.08 |
Yield(%) | N/A | 0.0 | 8.1 | 7.8 | 9.6 | 10.5 | 16.3 | 11.0 | N/A | 8.6 | 7.5 | 11.2 | 10.3 | 8.5 | 7.4 | 6.8 | 5.4 | 5.7 | 7.5 | 6.5 | 2.7 | 4.2 | 2.1 | 1.0 | 5.9 | 6.8 | 6.7 | 3.7 | 0.8 | 0.5 | 0.4 | 1.4 | 7.3 | 10.3 | 4.7 | 5.0 | 3.5 | 4.1 | 2.9 | 3.7 | 0.8 | 1.2 | 1.0 | 1.4 | 0.9 | 0.9 | 1.6 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -13.1 | 16.5 | 83.3 | 269.1 | 240.5 | N/A | N/A | -13.1 | -24.6 | 14.0 | 45.3 | 2.5 | 34.3 | 36.4 | -10.0 | -14.3 | 49.0 | 172.8 | -39.4 | 118.0 | 184.4 | -89.2 | -11.3 | 5.9 | 93.9 | 420.5 | 109.5 | 0.0 | -74.1 | -82.2 | -7.7 | 163.1 | 24.7 | 61.3 | 14.8 | 52.8 | -10.2 | 391.7 | -20.0 | 15.4 | -18.8 | 60.0 | 0.0 | -28.6 | 1300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/1993
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