VRGWX: Vanguard Russell 1000 Growth Index Fund Institutional Shares (MUTUAL FUND)
Basic Info 638.48 2.93(0.46%) April 18
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 09/23/2010 |
| Last Dividend Date: | 03/21/2024 |
| 12-Mo. Yield | 0.51% |
| Expenses | 0.08% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/23/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 6.6 | 32.7 | 8.2 | 16.7 | 15.6 | 16.0 | 42.6 | -29.2 | 27.5 | 38.4 | 36.3 | -1.6 | 30.1 | 6.6 | 5.6 | 13.0 | 33.4 | 15.2 | 1.1 | 13.7 |
| Sharpe Ratio | NA | 2.37 | 2.39 | 0.35 | 0.65 | 0.75 | 0.81 | 2.43 | -1.0 | 1.62 | 1.06 | 2.43 | -0.15 | 3.92 | 0.48 | 0.35 | 1.06 | 2.99 | 1.16 | 0.05 | 4.91 |
| Draw Down(%) | NA | 2.8 | 9.8 | 32.7 | 32.7 | 32.7 | 32.7 | 9.8 | 31.8 | 9.7 | 31.5 | 7.9 | 22.0 | 2.4 | 11.2 | 11.8 | 7.3 | 6.2 | 9.8 | 18.6 | 3.7 |
| Standard Deviation(%) | NA | 15.3 | 14.8 | 21.8 | 24.3 | 20.0 | 19.1 | 15.9 | 30.5 | 17.0 | 35.7 | 14.4 | 19.8 | 7.6 | 13.4 | 15.6 | 12.3 | 11.2 | 13.2 | 23.4 | 12.1 |
| Treynor Ratio | NA | 0.43 | 0.43 | 0.1 | 0.18 | 0.17 | 0.18 | 0.47 | -0.38 | 0.37 | 0.39 | 0.52 | -0.03 | 0.35 | 0.07 | 0.06 | 0.15 | 0.37 | 0.17 | 0.01 | 0.66 |
| Alpha | NA | 0.01 | 0.01 | 0.03 | 0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.06 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.84 | 0.83 | 0.81 | 0.87 | 0.86 | 0.87 | 0.83 | 0.81 | 0.75 | 0.98 | 0.67 | 0.94 | 0.85 | 0.89 | 0.96 | 0.88 | 0.91 | 0.89 | 0.87 | 0.9 |
| RSquared | NA | 0.97 | 0.96 | 0.95 | 0.95 | 0.93 | 0.94 | 0.96 | 0.96 | 0.89 | 0.97 | 0.71 | 0.98 | 0.93 | 0.96 | 0.98 | 0.96 | 0.96 | 0.95 | 0.98 | 0.98 |
| Yield(%) | N/A | 0.2 | 0.9 | 0.8 | 1.3 | 2.0 | N/A | 1.0 | 0.7 | 0.8 | 1.0 | 1.4 | 1.2 | 1.6 | 1.2 | 1.6 | 1.6 | 1.7 | 2.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -71.8 | 4.7 | 18.8 | 36.4 | N/A | N/A | 2.1 | 18.6 | -3.8 | 2.5 | 14.0 | -2.8 | 44.0 | -23.5 | 6.9 | 21.7 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/2010
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