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VIGRX: VANGUARD GROWTH INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 177.27 0.32(0.18%) March 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (97%) |
Start Date: | 12/28/1992 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 0.43% |
Expenses | 0.04% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/12/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 11.0 | 44.9 | 11.1 | 18.1 | 15.0 | 16.9 | 11.4 | 10.9 | 46.6 | -33.2 | 27.1 | 40.0 | 37.1 | -3.5 | 27.6 | 6.0 | 3.2 | 13.5 | 32.2 | 16.9 | 1.7 | 17.0 | 36.3 | -38.3 | 12.6 | 9.0 | 5.1 | 7.2 | 25.9 | -23.6 | -13.0 | -22.2 | 28.8 | 42.2 | 36.3 | 23.8 | 38.1 | 2.9 | 1.5 | -1.1 |
Sharpe Ratio | NA | 3.14 | 2.56 | 0.38 | 0.65 | 0.68 | NA | NA | 0.46 | 2.51 | -1.07 | 1.56 | 1.1 | 2.47 | -0.24 | 3.63 | 0.42 | 0.2 | 1.05 | 2.79 | 1.25 | 0.07 | 0.92 | 1.51 | -1.0 | 0.63 | 0.51 | 0.28 | 0.52 | 1.44 | -0.96 | -0.63 | -0.91 | 1.19 | 1.75 | 1.63 | 1.58 | 3.93 | -0.01 | -0.05 | -7.0 |
Draw Down(%) | NA | 3.2 | 10.8 | 35.7 | 35.7 | 35.7 | NA | NA | 57.5 | 10.8 | 35.3 | 9.6 | 31.7 | 8.0 | 22.3 | 2.7 | 12.0 | 12.1 | 7.6 | 6.8 | 10.1 | 18.5 | 16.2 | 21.1 | 48.1 | 9.0 | 9.5 | 7.2 | 11.2 | 11.8 | 32.1 | 31.1 | 30.1 | 11.0 | 17.7 | 11.2 | 7.5 | 3.4 | 8.9 | 8.0 | 1.1 |
Standard Deviation(%) | NA | 16.2 | 15.4 | 23.1 | 25.1 | 20.5 | NA | NA | 19.9 | 17.0 | 32.5 | 17.4 | 36.0 | 14.4 | 19.5 | 7.5 | 13.9 | 15.9 | 12.8 | 11.5 | 13.5 | 23.8 | 18.3 | 24.0 | 39.0 | 15.2 | 11.3 | 10.4 | 12.1 | 17.5 | 25.8 | 24.6 | 29.1 | 21.4 | 22.2 | 20.0 | 12.7 | 8.7 | 10.2 | 10.3 | 8.8 |
Treynor Ratio | NA | 0.59 | 0.46 | 0.1 | 0.19 | 0.16 | NA | NA | 0.1 | 0.48 | -0.4 | 0.35 | 0.4 | 0.53 | -0.05 | 0.33 | 0.06 | 0.03 | 0.15 | 0.34 | 0.19 | 0.02 | 0.18 | 0.38 | -0.38 | 0.11 | 0.07 | 0.03 | 0.08 | 0.28 | -0.31 | -0.23 | -0.33 | 0.26 | 0.44 | 0.34 | 0.28 | 0.46 | 0.0 | -0.01 | -8.86 |
Alpha | NA | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.01 | 0.06 | -0.05 | 0.02 | -0.02 | 0.01 | 0.03 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.0 | 0.01 | 0.03 | 0.04 | -0.03 | 0.04 | 0.04 | 0.05 | 0.04 | 0.04 | 0.0 | 0.02 | -0.31 |
Beta | NA | 0.86 | 0.87 | 0.86 | 0.88 | 0.89 | NA | NA | 0.88 | 0.89 | 0.87 | 0.77 | 0.99 | 0.67 | 0.92 | 0.83 | 0.93 | 0.97 | 0.92 | 0.94 | 0.91 | 0.89 | 0.95 | 0.96 | 1.03 | 0.91 | 0.84 | 0.84 | 0.81 | 0.89 | 0.79 | 0.66 | 0.8 | 0.97 | 0.88 | 0.97 | 0.73 | 0.74 | 0.91 | 0.94 | 0.07 |
RSquared | NA | 0.97 | 0.96 | 0.95 | 0.93 | 0.94 | NA | NA | 0.93 | 0.97 | 0.97 | 0.9 | 0.97 | 0.71 | 0.97 | 0.92 | 0.97 | 0.98 | 0.97 | 0.96 | 0.96 | 0.98 | 0.99 | 0.97 | 0.98 | 0.97 | 0.93 | 0.9 | 0.94 | 0.97 | 0.93 | 0.89 | 0.91 | 0.92 | 0.91 | 0.94 | 0.67 | 0.78 | 0.9 | 0.83 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/1993
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