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MGK: Vanguard Mega Cap Growth Index Fund ETF Shares (ETF)
Basic Info 274.82 4.34(1.60%) April 23
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (96%) |
Start Date: | 12/21/2007 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.46% |
Expenses | 0.06% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/21/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.5 | 6.0 | 35.3 | 8.0 | 17.2 | 15.4 | 16.8 | 12.2 | 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 | 0.46 | 1.71 | 0.21 | 0.59 | 0.68 | NA | 0.53 | 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 | 7.4 | 10.1 | 36.0 | 36.0 | 36.0 | NA | 48.4 | 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 | 16.8 | 16.1 | 23.3 | 25.5 | 20.8 | NA | 21.1 | 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 | 0.09 | 0.31 | 0.06 | 0.17 | 0.16 | NA | 0.13 | 0.53 | -0.4 | 0.38 | 0.4 | 0.53 | -0.04 | 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 | 0.01 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 0.03 | 0.01 | 0.06 | -0.05 | 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 | 0.88 | 0.88 | 0.86 | 0.9 | 0.89 | NA | 0.9 | 0.9 | 0.87 | 0.75 | 1.0 | 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 | 0.96 | 0.94 | 0.94 | 0.94 | 0.93 | NA | 0.94 | 0.95 | 0.96 | 0.86 | 0.96 | 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 | 0.1 | 0.6 | 0.5 | 1.0 | 1.7 | 3.3 | N/A | 0.8 | 0.5 | 0.5 | 0.9 | 1.2 | 1.1 | 1.5 | 1.6 | 1.5 | 1.0 | 1.7 | 1.9 | 1.4 | 1.4 | 1.8 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | -76.9 | 5.6 | -4.0 | 12.4 | N/A | N/A | N/A | 7.4 | 12.0 | -18.2 | 6.5 | 3.3 | -11.8 | 3.0 | 10.9 | 70.0 | -25.5 | 2.2 | 41.5 | 12.1 | -1.7 | 37.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2007
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