MGK: Vanguard Mega Cap Growth ETF (ETF)
Basic Info 345.35 1.06(0.31%) May 29
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/21/2007 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 0.40% |
| Expenses | 0.06% |
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Performance Analytics (As of 05/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/21/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 0.6 | 16.3 | 23.6 | 18.3 | 16.0 | 16.6 | 12.9 | 32.9 | 51.7 | -33.6 | 28.6 | 41.0 | 37.4 | -2.9 | 29.5 | 6.5 | 3.6 | 13.2 | 32.6 | 17.2 | 3.1 | 14.5 | 35.0 | -36.2 | -1.0 |
| Sharpe Ratio | NA | -0.01 | 0.51 | 0.76 | 0.7 | 0.65 | NA | 0.55 | 1.47 | 2.76 | -1.07 | 1.64 | 1.11 | 2.45 | -0.21 | 3.88 | 0.47 | 0.22 | 1.05 | 2.91 | 1.32 | 0.14 | 0.82 | 1.56 | -1.03 | NA |
| Draw Down(%) | NA | 23.4 | 23.4 | 23.4 | 36.0 | 36.0 | NA | 48.4 | 13.6 | 10.1 | 35.8 | 9.3 | 31.2 | 8.6 | 22.6 | 2.6 | 11.5 | 12.7 | 7.2 | 6.7 | 9.6 | 16.9 | 16.2 | 20.6 | 45.5 | NA |
| Standard Deviation(%) | NA | 34.6 | 25.7 | 23.9 | 23.6 | 22.0 | NA | 21.4 | 17.9 | 17.4 | 32.7 | 17.4 | 36.5 | 14.7 | 20.0 | 7.5 | 13.6 | 16.1 | 12.5 | 11.2 | 13.2 | 22.6 | 17.6 | 22.4 | 35.9 | NA |
| Treynor Ratio | NA | 0.0 | 0.14 | 0.2 | 0.2 | 0.17 | NA | 0.13 | 0.31 | 0.53 | -0.4 | 0.49 | 0.43 | 0.53 | -0.05 | 0.35 | 0.07 | 0.04 | 0.15 | 0.36 | 0.2 | 0.04 | 0.16 | 0.39 | -0.39 | NA |
| Alpha | NA | -0.01 | 0.02 | 0.01 | 0.04 | 0.02 | NA | 0.01 | 0.03 | 0.03 | 0.01 | 0.1 | -0.02 | 0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | NA |
| Beta | NA | 0.97 | 0.91 | 0.91 | 0.84 | 0.86 | NA | 0.88 | 0.84 | 0.9 | 0.87 | 0.58 | 0.95 | 0.67 | 0.94 | 0.83 | 0.9 | 0.98 | 0.9 | 0.9 | 0.88 | 0.84 | 0.91 | 0.89 | 0.94 | NA |
| RSquared | NA | 0.98 | 0.95 | 0.96 | 0.89 | 0.89 | NA | 0.91 | 0.92 | 0.95 | 0.96 | 0.62 | 0.88 | 0.7 | 0.96 | 0.91 | 0.96 | 0.97 | 0.96 | 0.94 | 0.95 | 0.97 | 0.98 | 0.96 | 0.96 | NA |
| Yield(%) | N/A | 0.0 | 0.4 | 0.6 | 0.8 | 1.5 | 2.7 | N/A | 0.6 | 0.8 | 0.5 | 0.5 | 0.9 | 1.2 | 1.1 | 1.6 | 1.6 | 1.5 | 1.0 | 1.6 | 1.9 | 1.4 | 1.4 | 1.8 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -11.1 | -1.3 | -4.9 | N/A | N/A | N/A | 13.4 | 8.5 | 11.1 | -18.1 | 6.5 | 3.3 | -12.1 | 2.6 | 11.9 | 71.4 | -25.9 | 1.5 | 41.3 | 12.0 | 1.0 | 35.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2007
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