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MGC: Vanguard Mega Cap ETF (ETF)
Basic Info 224.92 0.7(0.31%) June 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/24/2007 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 1.24% |
| Expenses | 0.06% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/24/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | 6.1 | 14.5 | 19.7 | 17.4 | 13.9 | 15.2 | 10.9 | 27.2 | 29.8 | -20.0 | 27.6 | 21.6 | 31.2 | -3.4 | 22.6 | 11.9 | 1.4 | 12.7 | 32.0 | 16.1 | 2.3 | 13.7 | 25.2 | -36.1 | -1.2 |
| Sharpe Ratio | NA | 0.36 | 0.53 | 0.93 | 0.88 | 0.68 | NA | 0.5 | 1.78 | 2.01 | -0.87 | 2.1 | 0.62 | 2.37 | -0.28 | 3.4 | 0.91 | 0.09 | 1.14 | 3.0 | 1.3 | 0.1 | 0.79 | 0.97 | -0.95 | -12.84 |
| Draw Down(%) | NA | 19.3 | 19.3 | 19.3 | 25.7 | 33.1 | NA | 52.2 | 9.1 | 9.1 | 25.7 | 5.4 | 33.1 | 6.8 | 19.0 | 2.5 | 10.2 | 12.4 | 7.4 | 5.3 | 9.4 | 17.9 | 15.6 | 26.4 | 46.6 | 1.3 |
| Standard Deviation(%) | NA | 25.1 | 20.5 | 17.6 | 17.8 | 18.6 | NA | 19.9 | 13.2 | 13.1 | 24.6 | 13.1 | 34.5 | 12.5 | 17.2 | 6.5 | 12.8 | 15.2 | 11.2 | 10.6 | 12.5 | 22.8 | 17.3 | 25.8 | 38.7 | 4.4 |
| Treynor Ratio | NA | 0.09 | 0.11 | 0.16 | 0.16 | 0.13 | NA | 0.1 | 0.23 | 0.27 | -0.22 | 0.28 | 0.22 | 0.3 | -0.05 | 0.23 | 0.12 | 0.01 | 0.13 | 0.34 | 0.17 | 0.02 | 0.14 | 0.27 | -0.39 | -1.86 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.17 |
| Beta | NA | 1.01 | 1.02 | 1.0 | 1.0 | 0.98 | NA | 0.96 | 1.03 | 0.98 | 0.99 | 0.98 | 0.96 | 1.0 | 1.01 | 0.96 | 0.97 | 0.98 | 0.97 | 0.95 | 0.96 | 0.96 | 0.95 | 0.94 | 0.94 | 0.3 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | NA | 0.97 | 0.99 | 0.99 | 1.0 | 0.99 | 0.92 | 0.99 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 0.61 |
| Yield(%) | N/A | 0.3 | 0.9 | 1.6 | 1.9 | 2.8 | 4.6 | N/A | 1.5 | 1.7 | 1.3 | 1.5 | 1.7 | 2.3 | 2.0 | 2.2 | 2.4 | 2.1 | 1.4 | 2.4 | 2.5 | 2.1 | 2.0 | 2.6 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -75.5 | -24.5 | 10.4 | 18.1 | N/A | N/A | N/A | 6.7 | 5.0 | 11.0 | 1.6 | -4.4 | 10.9 | 9.0 | 2.8 | 11.0 | 63.8 | -23.7 | 6.4 | 24.2 | 11.4 | -4.1 | 27.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2007
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See LARGE BLEND Asset Class Trend Rankings |
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