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VMRAX: VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/16/2001 |
Last Dividend Date: | 04/03/2019 |
12-Mo. Yield | 0.00% |
Expenses | 0.30% |
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Performance Analytics (As of 04/05/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/17/2001 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 4.4 | 10.2 | 10.4 | 8.0 | 6.7 | 0.0 | 0.0 | 19.8 | -1.6 | 30.0 | 3.4 | 6.9 | 11.1 | 34.9 | 15.3 | -2.4 | 18.9 | 36.3 | -41.3 | 11.4 | 11.3 | 9.4 | 10.6 | 33.9 | -23.8 | -12.1 |
Sharpe Ratio | NA | 0.0 | 0.31 | 0.8 | 0.67 | NA | 0.32 | 0.0 | 0.0 | 2.0 | -0.14 | 3.41 | 0.22 | 0.42 | 0.82 | 2.94 | 1.07 | -0.09 | 0.96 | 1.46 | -1.07 | 0.52 | 0.66 | 0.67 | 0.74 | 1.88 | -0.95 | -0.94 |
Draw Down(%) | NA | 0.0 | 22.6 | 22.6 | 22.6 | NA | 53.3 | 0.0 | 0.0 | 3.2 | 22.6 | 2.5 | 13.2 | 11.5 | 8.2 | 6.0 | 11.5 | 21.6 | 16.1 | 19.9 | 50.5 | 10.7 | 11.0 | 6.9 | 12.7 | 12.8 | 33.0 | 31.6 |
Standard Deviation(%) | NA | 1.5 | 11.4 | 11.8 | 14.8 | NA | 18.5 | NA | NA | 9.2 | 20.8 | 8.6 | 14.1 | 16.1 | 13.5 | 11.9 | 14.3 | 26.1 | 19.5 | 24.8 | 39.2 | 16.1 | 12.2 | 10.7 | 13.0 | 17.7 | 26.2 | 22.4 |
Treynor Ratio | NA | 1.4 | 0.19 | 0.33 | 0.18 | NA | 0.08 | NA | NA | 0.72 | -0.03 | 0.3 | 0.03 | 0.07 | 0.11 | 0.36 | 0.16 | -0.02 | 0.19 | 0.36 | -0.41 | 0.09 | 0.09 | 0.08 | 0.11 | 0.37 | -0.31 | -0.26 |
Alpha | NA | 0.0 | -0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.0 | 0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.03 | 0.0 | -0.01 | 0.01 | 0.04 | 0.0 | 0.02 | 0.03 | 0.03 | 0.01 |
Beta | NA | 0.0 | 0.19 | 0.29 | 0.56 | NA | 0.77 | 0.0 | 0.0 | 0.26 | 0.99 | 0.98 | 0.95 | 0.99 | 0.98 | 0.97 | 0.96 | 0.98 | 1.01 | 1.0 | 1.04 | 0.95 | 0.9 | 0.86 | 0.87 | 0.89 | 0.81 | 0.82 |
RSquared | NA | 0.0 | 0.19 | 0.28 | 0.56 | NA | 0.78 | 0.0 | 0.0 | 0.25 | 0.99 | 0.94 | 0.98 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.98 | 0.98 | 0.98 | 0.95 | 0.9 | 0.88 | 0.94 | 0.95 | 0.96 | 0.93 |
Yield(%) | N/A | 0.0 | 6.8 | 8.2 | 8.8 | 6.9 | N/A | 0.0 | 0.0 | 12.8 | 9.7 | 9.8 | 5.8 | 8.6 | 12.0 | 5.9 | 1.3 | 0.7 | 0.7 | 1.1 | 0.9 | 8.3 | 4.1 | 0.9 | 0.8 | 0.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | 3.1 | 46.9 | N/A | N/A | N/A | N/A | -100.0 | 15.9 | 18.9 | 70.7 | -35.3 | -28.8 | 154.2 | 404.1 | 89.7 | 8.3 | -12.2 | -21.2 | -89.3 | 112.2 | 432.6 | 10.3 | 105.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2001
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