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VCULX: GROWTH FUND GROWTH FUND (MUTUAL FUND)
Basic Info 16.13 0(0.0%) June 14
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (77%) |
Start Date: | 09/07/2006 |
Last Dividend Date: | 03/07/2024 |
12-Mo. Yield | 0.12% |
Expenses | 0.61% |
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Performance Analytics (As of 06/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/08/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.6 | 22.8 | 38.7 | 8.9 | 17.4 | 14.4 | 15.4 | 12.1 | 46.1 | -35.2 | 20.9 | 42.6 | 31.7 | -2.7 | 30.3 | 5.1 | 3.1 | 10.7 | 31.1 | 14.9 | -0.6 | 18.2 | 35.3 | -39.1 | 21.0 | 6.8 |
Sharpe Ratio | NA | 2.57 | 2.25 | 0.27 | 0.6 | 0.62 | NA | 0.52 | 2.59 | -1.1 | 1.14 | 1.19 | 2.11 | -0.2 | 3.83 | 0.35 | 0.2 | 0.83 | 2.72 | 1.09 | -0.03 | 0.99 | 1.42 | -1.08 | 1.06 | 2.01 |
Draw Down(%) | NA | 7.5 | 9.8 | 39.1 | 39.1 | 39.1 | NA | 51.3 | 9.8 | 36.8 | 9.8 | 30.5 | 8.5 | 22.2 | 2.4 | 11.6 | 11.9 | 8.5 | 6.5 | 11.0 | 20.1 | 14.9 | 21.5 | 48.3 | 9.6 | 2.5 |
Standard Deviation(%) | NA | 17.1 | 15.7 | 23.6 | 25.3 | 20.7 | NA | 21.2 | 16.3 | 33.4 | 18.3 | 35.4 | 14.4 | 19.8 | 7.8 | 13.9 | 15.6 | 12.9 | 11.4 | 13.8 | 24.3 | 18.4 | 24.8 | 37.1 | 17.2 | 9.9 |
Treynor Ratio | NA | 0.47 | 0.4 | 0.07 | 0.17 | 0.14 | NA | 0.12 | 0.5 | -0.41 | 0.26 | 0.43 | 0.46 | -0.04 | 0.34 | 0.05 | 0.03 | 0.12 | 0.34 | 0.16 | -0.01 | 0.19 | 0.35 | -0.48 | 0.18 | 0.21 |
Alpha | NA | 0.03 | 0.03 | 0.02 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.0 | 0.04 | -0.04 | 0.01 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | -0.04 | 0.04 | -0.01 |
Beta | NA | 0.94 | 0.88 | 0.88 | 0.91 | 0.9 | NA | 0.9 | 0.84 | 0.89 | 0.81 | 0.98 | 0.66 | 0.94 | 0.87 | 0.92 | 0.95 | 0.92 | 0.93 | 0.93 | 0.91 | 0.95 | 0.99 | 0.84 | 1.02 | 0.93 |
RSquared | NA | 0.96 | 0.95 | 0.95 | 0.95 | 0.94 | NA | 0.91 | 0.95 | 0.96 | 0.89 | 0.97 | 0.7 | 0.98 | 0.93 | 0.95 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.71 | 0.96 | 0.9 |
Yield(%) | N/A | 0.1 | 0.1 | 12.7 | 16.1 | 12.9 | 19.2 | N/A | 31.6 | 18.6 | 13.6 | 9.2 | 9.2 | 4.3 | 8.0 | 15.9 | 12.0 | 0.9 | 0.0 | 0.8 | 0.7 | 0.7 | 1.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -99.7 | -99.7 | 34.2 | 72.8 | N/A | N/A | N/A | -16.9 | 45.6 | 83.6 | 22.3 | 100.1 | -35.8 | -55.2 | 18.7 | 1452.6 | N/A | -100.0 | 8.6 | 20.9 | -8.2 | 3550.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2006
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