VWUAX: VANGUARD U.S. GROWTH FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 156.3 1.15(0.73%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (71%) |
Start Date: | 08/14/2001 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.33% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/14/2001 |
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(%) | -0.4 | 6.6 | 38.2 | -0.2 | 13.2 | 14.9 | 16.2 | 10.9 | 8.7 | 45.3 | -39.6 | 12.8 | 58.8 | 48.4 | 0.8 | 31.8 | -0.6 | 8.6 | 13.4 | 35.7 | 18.6 | -0.5 | 11.7 | 35.1 | -37.7 | 10.4 | 2.0 | 11.4 | 7.3 | 26.3 | -35.7 | -1.2 |
Sharpe Ratio | NA | 0.6 | 1.53 | -0.11 | 0.42 | 0.61 | NA | NA | 0.34 | 2.2 | -1.11 | 0.59 | 1.63 | 2.47 | -0.03 | 3.64 | -0.05 | 0.53 | 0.98 | 2.97 | 1.28 | -0.02 | 0.61 | 1.43 | -1.03 | 0.45 | -0.1 | 0.78 | 0.44 | 1.33 | -1.16 | -0.17 |
Draw Down(%) | NA | 7.8 | 13.7 | 45.1 | 45.1 | 45.1 | NA | NA | 50.4 | 13.7 | 41.1 | 14.3 | 31.1 | 8.1 | 21.5 | 2.6 | 14.1 | 12.0 | 8.2 | 6.9 | 12.3 | 20.8 | 17.2 | 19.1 | 45.8 | 9.1 | 15.3 | 9.9 | 14.1 | 12.8 | 42.6 | 22.7 |
Standard Deviation(%) | NA | 18.7 | 17.7 | 26.3 | 27.4 | 22.4 | NA | NA | 22.0 | 18.9 | 36.9 | 21.5 | 35.8 | 19.0 | 20.9 | 8.6 | 14.8 | 16.2 | 13.7 | 12.0 | 14.5 | 26.5 | 19.2 | 24.5 | 37.3 | 16.4 | 13.0 | 11.8 | 14.5 | 19.2 | 31.7 | 28.6 |
Treynor Ratio | NA | 0.11 | 0.27 | -0.03 | 0.11 | 0.14 | NA | NA | 0.08 | 0.41 | -0.41 | 0.13 | 0.58 | 0.44 | -0.01 | 0.31 | -0.01 | 0.09 | 0.13 | 0.36 | 0.19 | -0.01 | 0.12 | 0.35 | -0.39 | 0.07 | -0.01 | 0.09 | 0.06 | 0.26 | -0.37 | -0.05 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.06 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.0 | 0.5 | 4.3 | 6.7 | 10.0 | 15.3 | 9.5 | N/A | 0.5 | 0.3 | 13.6 | 6.0 | 17.0 | 8.9 | 6.2 | 1.7 | 9.1 | 8.9 | 0.7 | 0.8 | 0.6 | 0.8 | 0.9 | 0.7 | 0.9 | 0.7 | 0.4 | 0.5 | 0.6 | 0.3 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 10.2 | -21.2 | -8.6 | 2194.4 | N/A | N/A | N/A | 10.2 | -97.8 | 233.5 | -54.0 | 73.9 | 78.8 | 277.8 | -82.0 | 7.4 | 1574.4 | 2.6 | 40.7 | -20.6 | 17.2 | -23.7 | -9.5 | 23.5 | 88.9 | -14.3 | 10.5 | 18.8 | 23.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2001
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