Find A Portfolio/Ticker
Comparison Box
MGC: Vanguard Mega Cap ETF (ETF)
Basic Info 159.22 0.22(0.14%) September 16
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/24/2007 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 0.95% |
| Expenses | 0.11% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/10/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 20.1 | 33.5 | 18.9 | 18.9 | 17.0 | 10.8 | 21.5 | 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 |
| SR | NA | 2.34 | 2.5 | 0.79 | 0.96 | 1.0 | 0.52 | 0.61 | 2.38 | -0.28 | 3.4 | 0.91 | 0.09 | 1.14 | 3.0 | 1.3 | 0.1 | 0.79 | 0.97 | -0.95 | -12.71 |
| DD(%) | NA | 4.7 | 7.8 | 33.1 | 33.1 | 33.1 | 52.2 | 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 |
| SD(%) | NA | 12.6 | 14.0 | 23.1 | 19.1 | 16.7 | 20.2 | 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 |
| TR | NA | 0.3 | 0.35 | 0.18 | 0.18 | 0.17 | 0.11 | 0.21 | 0.3 | -0.05 | 0.23 | 0.12 | 0.01 | 0.13 | 0.34 | 0.17 | 0.02 | 0.14 | 0.27 | -0.39 | -1.85 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.17 |
| Beta(%) | NA | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | 0.99 | 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 |
| RS | NA | 0.98 | 0.98 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 0.04% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 0.49% (100%)
- MPGFX (Mairs & Power Growth Inv) 0.21% (100%)
- YACKX (Yacktman Svc) 0.28% (99%)
- FMIHX (FMI Large Cap) 0.19% (99%)
- FDGFX (Fidelity Dividend Growth) 0.20% (99%)
- THPGX (Thompson LargeCap) 0.36% (99%)
- WVALX (Weitz Value) 0.10% (99%)
- OAKMX (Oakmark I) 0.17% (99%)
- SWANX (Schwab Core Equity Inv) 0.17% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 0.16% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.15% (100%)
- IWB (iShares Russell 1000) 0.10% (97%)
- IYY (iShares Dow Jones US) 0.06% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.09% (97%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.19% (96%)
- EXT (WisdomTree Total Earnings ETF) (94%)
- DSI (iShares MSCI KLD 400 Social) 0.10% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.17% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.0% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.0% (95%)
- CLM (Cornerstone Strategic Value) 0.15% (95%)
- CRF (Cornerstone Total Return Fund) 0.31% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.0% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.21% (95%)
- FFA (First Trust Enhanced Equity Income) 1.13% (95%)
- GAB (Gabelli Equity) 0.45% (95%)
- GGT (Gabelli Global Multimedia) 0.11% (95%)
- USA (Liberty All-Star Equity) 0.89% (94%)
- GRF (Eagle Capital Growth) 0.74% (94%)
Latest Articles Related to MGC
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments