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VLACX: VANGUARD LARGE-CAP INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 110.74 0.12(0.11%) May 19
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 02/03/2004 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 0.62% |
| Expenses | 0.04% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/03/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 1.7 | 13.7 | 15.6 | 17.2 | 12.7 | 13.7 | 10.5 | 10.2 | 24.6 | 27.1 | -19.8 | 26.9 | 20.9 | 31.2 | -4.6 | 21.9 | 11.5 | 0.9 | 13.2 | 32.4 | 15.9 | 1.4 | 15.6 | 27.6 | -37.1 | 6.3 | 15.5 | 6.1 | 8.4 |
| Sharpe Ratio | NA | 0.05 | 0.37 | 0.62 | 0.8 | 0.59 | NA | NA | 0.46 | 1.41 | 1.74 | -0.86 | 2.01 | 0.59 | 2.38 | -0.35 | 3.19 | 0.86 | 0.06 | 1.15 | 2.92 | 1.24 | 0.06 | 0.86 | 1.01 | -0.93 | 0.21 | 1.21 | 0.39 | 0.74 |
| Draw Down(%) | NA | 19.3 | 19.3 | 19.3 | 25.7 | 34.0 | NA | NA | 54.8 | 8.6 | 10.0 | 25.7 | 5.3 | 34.0 | 6.6 | 19.5 | 2.6 | 10.8 | 12.0 | 7.4 | 5.7 | 9.8 | 19.3 | 15.9 | 26.7 | 48.1 | 9.6 | 7.8 | 6.8 | 8.0 |
| Standard Deviation(%) | NA | 27.3 | 19.7 | 18.3 | 18.1 | 18.6 | NA | NA | 19.2 | 12.8 | 13.3 | 24.8 | 13.3 | 34.7 | 12.5 | 17.1 | 6.7 | 13.2 | 15.5 | 11.5 | 11.1 | 12.9 | 23.6 | 18.2 | 27.3 | 40.9 | 15.8 | 10.2 | 10.3 | 11.2 |
| Treynor Ratio | NA | 0.01 | 0.07 | 0.11 | 0.14 | 0.11 | NA | NA | 0.09 | 0.18 | 0.23 | -0.21 | 0.27 | 0.21 | 0.3 | -0.06 | 0.21 | 0.11 | 0.01 | 0.13 | 0.32 | 0.16 | 0.01 | 0.16 | 0.28 | -0.38 | 0.03 | 0.12 | 0.04 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 0.6 | 1.3 | 1.8 | 2.3 | 3.8 | 3.2 | N/A | 1.0 | 1.6 | 1.2 | 1.4 | 1.6 | 2.2 | 1.8 | 1.9 | 2.1 | 1.8 | 1.8 | 2.1 | 2.2 | 1.8 | 1.8 | 2.4 | 1.5 | 1.7 | 1.7 | 1.5 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | -48.5 | -0.0 | 11.9 | 99.3 | N/A | N/A | N/A | -20.5 | 7.7 | 11.6 | -0.5 | -6.6 | 13.6 | 11.3 | 5.1 | 11.1 | 11.4 | 11.8 | 7.1 | 25.0 | 8.6 | -4.7 | -0.7 | -5.2 | 7.6 | 21.0 | -2.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2004
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