VPMAX: VANGUARD PRIMECAP FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 170.31 0.33(0.19%) May 19
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 11/14/2001 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 1.00% |
| Expenses | 0.31% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/14/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 2.4 | -0.7 | 6.3 | 7.8 | 8.3 | 11.4 | 9.6 | 9.1 | 7.4 | 20.8 | -21.9 | 11.0 | 7.8 | 27.9 | -1.9 | 29.7 | 10.7 | 2.7 | 18.9 | 39.8 | 15.4 | -1.7 | 13.0 | 34.6 | -32.0 | 11.5 | 12.5 | 8.7 | 18.5 | 38.0 | -25.0 | 3.9 |
| Sharpe Ratio | NA | 0.11 | -0.32 | 0.1 | 0.25 | 0.32 | NA | NA | 0.39 | 0.05 | 1.14 | -0.89 | 0.61 | 0.21 | 1.82 | -0.17 | 3.44 | 0.7 | 0.17 | 1.46 | 3.52 | 1.15 | -0.07 | 0.71 | 1.33 | -0.86 | 0.55 | 0.76 | 0.58 | 1.39 | 2.15 | -0.99 | 1.79 |
| Draw Down(%) | NA | 20.6 | 22.8 | 22.8 | 31.8 | 32.6 | NA | NA | 48.3 | 12.3 | 9.2 | 24.5 | 14.9 | 32.6 | 8.8 | 20.1 | 3.7 | 13.1 | 13.7 | 8.6 | 5.7 | 10.4 | 20.9 | 16.4 | 24.0 | 45.4 | 9.6 | 10.9 | 8.0 | 8.8 | 12.4 | 37.3 | 4.9 |
| Standard Deviation(%) | NA | 28.4 | 22.5 | 20.2 | 20.6 | 20.3 | NA | NA | 20.0 | 16.1 | 14.6 | 26.3 | 18.1 | 35.5 | 14.5 | 19.1 | 8.5 | 15.0 | 16.1 | 12.9 | 11.3 | 13.4 | 23.8 | 18.1 | 26.0 | 38.0 | 15.5 | 12.1 | 11.2 | 12.6 | 17.4 | 26.4 | 20.0 |
| Treynor Ratio | NA | 0.04 | -0.1 | 0.03 | 0.08 | 0.09 | NA | NA | 0.1 | 0.01 | 0.27 | -0.37 | 0.25 | 0.09 | 0.42 | -0.04 | 0.33 | 0.11 | 0.03 | 0.21 | 0.45 | 0.18 | -0.02 | 0.14 | 0.34 | -0.33 | 0.09 | 0.1 | 0.08 | 0.22 | 0.44 | -0.33 | 0.4 |
| Alpha | NA | 0.0 | -0.05 | -0.03 | 0.0 | -0.01 | NA | NA | 0.01 | -0.04 | -0.02 | 0.02 | 0.04 | -0.12 | 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 | 0.15 |
| Beta | NA | 0.73 | 0.74 | 0.69 | 0.62 | 0.73 | NA | NA | 0.82 | 0.69 | 0.62 | 0.63 | 0.44 | 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 | 0.9 |
| RSquared | NA | 0.85 | 0.83 | 0.77 | 0.65 | 0.74 | NA | NA | 0.83 | 0.79 | 0.66 | 0.8 | 0.34 | 0.8 | 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 | 0.89 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.2 | 1.3 | 4.3 | 7.4 | 6.7 | N/A | 1.1 | 1.4 | 1.0 | 0.9 | 1.2 | 8.6 | 7.5 | 6.8 | 5.5 | 5.8 | 7.7 | 6.6 | 2.8 | 4.3 | 2.2 | 1.1 | 6.0 | 7.0 | 6.8 | 3.8 | 1.0 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -5.1 | -60.8 | -79.1 | 36.0 | N/A | N/A | N/A | -5.1 | 6.5 | 27.9 | -21.7 | -83.5 | 2.2 | 36.1 | 34.3 | -9.8 | -15.4 | 49.6 | 167.8 | -38.4 | 115.2 | 160.2 | -88.0 | -11.2 | 5.2 | 92.5 | 344.2 | 90.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2001
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