Find A Portfolio/Ticker
Comparison Box
VIGRX: VANGUARD GROWTH INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 218.62 3.22(1.49%) January 22
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/28/1992 |
| Last Dividend Date: | 09/26/2024 |
| 12-Mo. Yield | 0.33% |
| Expenses | 0.04% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/17/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/1992 |
2024 | 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(%) | 5.1 | 3.5 | 32.8 | 13.5 | 17.8 | 16.4 | 16.1 | 12.4 | 11.3 | 32.4 | 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 | 1.33 | 1.55 | 0.33 | 0.58 | 0.69 | NA | NA | 0.47 | 1.47 | 2.51 | -1.07 | 1.56 | 1.1 | 2.47 | -0.25 | 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 | 4.1 | 13.0 | 30.5 | 35.7 | 35.7 | NA | NA | 57.5 | 13.0 | 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 | 21.8 | 17.8 | 23.5 | 25.6 | 20.8 | NA | NA | 19.9 | 17.5 | 17.0 | 32.5 | 17.4 | 35.9 | 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 | 0.3 | 0.33 | 0.09 | 0.17 | 0.17 | NA | NA | 0.11 | 0.31 | 0.48 | -0.4 | 0.46 | 0.41 | 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 | -0.04 | 0.03 | 0.02 | 0.03 | 0.01 | NA | NA | 0.02 | 0.03 | 0.02 | 0.01 | 0.1 | -0.03 | 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 | 0.97 | 0.83 | 0.87 | 0.86 | 0.86 | NA | NA | 0.87 | 0.83 | 0.89 | 0.87 | 0.59 | 0.98 | 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 | 0.99 | 0.94 | 0.96 | 0.92 | 0.91 | NA | NA | 0.92 | 0.94 | 0.97 | 0.97 | 0.65 | 0.96 | 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 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.4 | 0.6 | 1.3 | 2.3 | 2.1 | N/A | 0.3 | 0.7 | 0.4 | 0.5 | 0.8 | 1.1 | 1.1 | 1.3 | 1.4 | 1.2 | 1.2 | 1.3 | 1.6 | 1.1 | 1.1 | 1.3 | 0.8 | 0.9 | 0.9 | 0.8 | 1.2 | 0.9 | 0.9 | 0.6 | 0.3 | 4.0 | 1.5 | 2.9 | 2.6 | 2.0 | 2.1 | 2.1 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -29.6 | -10.7 | -13.5 | 96.9 | 86.4 | N/A | N/A | -29.6 | 25.8 | 0.3 | -18.4 | -6.3 | -4.2 | 8.7 | 2.7 | 14.5 | 10.4 | 13.6 | 1.0 | 45.9 | 7.8 | 13.5 | 7.3 | -3.0 | 13.0 | 16.6 | -30.5 | 67.6 | -22.5 | 21.4 | 49.6 | -90.1 | 279.6 | -30.4 | 33.3 | 80.0 | -4.8 | 0.0 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/1992
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 GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.66% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.40% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 1.79% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 1.22% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 1.67% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.98% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.38% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 1.54% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 1.47% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 1.60% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 1.24% (99%)
- VUG (Vanguard Growth ETF) 1.46% (99%)
- IWF (iShares Russell 1000 Growth ETF) 1.43% (99%)
- QQQQ (PowerShares QQQ) 1.28% (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) 1.18% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.30% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) 0.21% (96%)
- MGK (Vanguard Mega Cap Growth ETF) 1.65% (96%)
- PWB (Invesco Large Cap Growth ETF) 1.35% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.84% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 1.44% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 1.21% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.0% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.62% (97%)
- GAM (General American Investors Closed Fund) 0.47% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.60% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.57% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.0% (22%)
Latest Articles Related to VIGRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
