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VLCAX: VANGUARD LARGE-CAP INDEX FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info 140.36 0.38(0.27%) December 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 02/03/2004 |
| Last Dividend Date: | 09/27/2024 |
| 12-Mo. Yield | 1.61% |
| Expenses | 0.04% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 28.5 | 34.5 | 10.2 | 15.7 | 13.3 | 14.1 | 10.6 | 10.4 | 27.3 | -19.7 | 27.0 | 21.0 | 31.4 | -4.5 | 22.0 | 11.6 | 1.1 | 13.4 | 32.7 | 16.1 | 1.6 | 15.8 | 27.8 | -37.0 | 6.4 | 15.6 | 4.5 | 6.7 |
| Sharpe Ratio | NA | 1.92 | 2.27 | 0.34 | 0.62 | 0.65 | NA | NA | 0.48 | 1.75 | -0.85 | 2.02 | 0.6 | 2.39 | -0.34 | 3.2 | 0.87 | 0.07 | 1.16 | 2.94 | 1.26 | 0.07 | 0.87 | 1.01 | -0.93 | 0.22 | 1.22 | 0.23 | 0.57 |
| Draw Down(%) | NA | 8.6 | 8.6 | 25.6 | 34.0 | 34.0 | NA | NA | 54.8 | 10.0 | 25.6 | 5.3 | 34.0 | 6.6 | 19.4 | 2.6 | 10.8 | 12.0 | 7.4 | 5.7 | 9.8 | 19.2 | 15.8 | 26.7 | 48.1 | 9.6 | 7.8 | 7.1 | 8.7 |
| Standard Deviation(%) | NA | 12.6 | 12.4 | 17.9 | 21.6 | 18.0 | NA | NA | 19.0 | 13.3 | 24.8 | 13.3 | 34.7 | 12.5 | 17.1 | 6.7 | 13.2 | 15.4 | 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 | 0.24 | 0.28 | 0.06 | 0.13 | 0.12 | NA | NA | 0.09 | 0.23 | -0.21 | 0.27 | 0.21 | 0.3 | -0.06 | 0.21 | 0.11 | 0.01 | 0.13 | 0.33 | 0.16 | 0.02 | 0.16 | 0.28 | -0.38 | 0.03 | 0.12 | 0.02 | 0.06 |
| 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 | -0.01 | -0.01 |
| 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 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 0.99 | 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 | 0.99 | 0.99 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.8 | 1.3 | 1.5 | 1.7 | 2.3 | 1.9 | 2.1 | 2.2 | 1.9 | 2.0 | 2.2 | 2.4 | 1.9 | 2.0 | 2.5 | 1.6 | 1.8 | 1.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -19.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 10.9 | 2.1 | -4.2 | 11.5 | 11.5 | 5.9 | 10.3 | 9.6 | 12.5 | 7.7 | 23.8 | 8.7 | -2.8 | -0.7 | -5.8 | 9.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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