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VMRGX: VANGUARD MORGAN GROWTH FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/01/1980 |
Last Dividend Date: | 04/03/2019 |
12-Mo. Yield | 0.00% |
Expenses | 0.42% |
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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 | 20 Yr | Since 04/08/1987 |
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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.6 | 6.2 | 8.3 | -9.1 | -5.5 | 1.3 | 0.0 | 0.0 | 7.2 | -1.7 | 21.1 | 3.3 | 6.7 | 10.9 | 34.8 | 15.1 | -2.6 | 18.7 | 36.1 | -41.4 | 11.2 | 11.2 | 9.1 | 10.5 | 33.7 | -23.1 | -13.6 | -12.5 | 34.1 | 22.3 | 30.8 | 23.3 | 36.0 | -1.7 | 7.0 | 9.9 | 28.8 | -1.5 | 22.7 | 22.3 | 5.0 | -13.7 | 23.5 | -15.2 | 17.8 | 12.2 | -8.3 | 27.5 |
Sharpe Ratio | NA | 0.0 | -0.03 | 0.42 | 0.51 | NA | NA | 0.32 | 0.0 | 0.0 | 0.41 | -0.14 | 1.9 | 0.22 | 0.42 | 0.81 | 2.93 | 1.06 | -0.1 | 0.95 | 1.45 | -1.08 | 0.51 | 0.65 | 0.65 | 0.73 | 1.87 | -0.92 | -0.6 | -0.59 | 1.67 | 0.83 | 1.66 | 1.58 | 3.09 | -0.42 | 0.52 | 0.79 | 1.92 | -0.47 | 1.66 | 1.32 | 0.04 | -0.93 | 1.69 | -1.4 | 0.81 | 0.21 | -1.28 | 1.35 |
Draw Down(%) | NA | 0.0 | 22.7 | 22.7 | 22.7 | NA | NA | 53.4 | 0.0 | 0.0 | 10.5 | 22.7 | 7.0 | 13.2 | 11.5 | 8.2 | 6.0 | 11.5 | 21.6 | 16.1 | 19.8 | 50.6 | 10.7 | 11.1 | 7.0 | 12.7 | 12.8 | 32.7 | 36.5 | 24.5 | 11.1 | 29.1 | 10.1 | 11.7 | 5.3 | 10.5 | 6.0 | 8.0 | 5.6 | 21.0 | 6.4 | 7.0 | 34.4 | 20.3 | 8.7 | 27.3 | 8.6 | 23.4 | 21.2 | 16.9 |
Standard Deviation(%) | NA | 10.8 | 13.0 | 13.0 | 15.4 | NA | NA | 17.8 | NA | NA | 14.1 | 20.8 | 10.8 | 14.1 | 16.1 | 13.5 | 11.9 | 14.3 | 26.1 | 19.6 | 24.8 | 39.3 | 16.1 | 12.2 | 10.7 | 13.0 | 17.6 | 26.1 | 26.8 | 28.1 | 18.5 | 22.8 | 16.4 | 12.4 | 10.4 | 11.0 | 9.5 | 9.4 | 13.0 | 14.3 | 10.2 | 13.3 | 26.9 | 19.2 | 10.8 | 15.6 | 14.4 | 22.1 | 14.3 | 16.6 |
Treynor Ratio | NA | 1.1 | -0.02 | 0.22 | 0.15 | NA | NA | 0.09 | NA | NA | -1.58 | -0.03 | 0.22 | 0.03 | 0.07 | 0.11 | 0.36 | 0.16 | -0.03 | 0.18 | 0.36 | -0.41 | 0.09 | 0.09 | 0.08 | 0.11 | 0.37 | -0.3 | -0.22 | -0.22 | 0.39 | 0.22 | 0.36 | 0.3 | 0.49 | -0.05 | 0.06 | 0.1 | 0.34 | -0.09 | 0.24 | 0.22 | 0.03 | -0.58 | 1.69 | -21.49 | -6.75 | 0.42 | -1.69 | -3.26 |
Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.03 | -0.01 | -0.03 | 0.02 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | 0.02 | 0.03 | 0.03 | 0.05 | 0.01 | 0.07 | -0.01 | 0.05 | 0.04 | 0.04 | -0.02 | 0.03 | 0.03 | -0.01 | -0.02 | -0.01 | 0.05 | 0.06 | -0.05 | 0.06 | -0.09 | 0.05 | 0.02 | -0.06 | 0.09 |
Beta | NA | 0.0 | 0.14 | 0.25 | 0.53 | NA | NA | 0.63 | 0.0 | 0.0 | -0.04 | 0.99 | 0.96 | 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 | 0.74 | 0.77 | 0.8 | 0.85 | 0.75 | 0.64 | 0.66 | 0.9 | 0.83 | 0.72 | 0.74 | 0.72 | 0.7 | 0.8 | 0.33 | 0.31 | 0.11 | 0.01 | -0.02 | 0.11 | 0.11 | -0.07 |
RSquared | NA | 0.0 | 0.09 | 0.17 | 0.48 | NA | NA | 0.55 | 0.0 | 0.0 | 0.0 | 0.99 | 0.59 | 0.98 | 0.98 | 0.98 | 0.96 | 0.97 | 0.99 | 0.98 | 0.98 | 0.98 | 0.94 | 0.91 | 0.88 | 0.94 | 0.95 | 0.96 | 0.93 | 0.89 | 0.84 | 0.81 | 0.85 | 0.55 | 0.43 | 0.77 | 0.76 | 0.73 | 0.8 | 0.91 | 0.84 | 0.89 | 0.23 | 0.13 | 0.04 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 |
Yield(%) | N/A | 0.0 | 3.1 | 3.7 | 5.8 | 4.8 | 4.9 | N/A | 0.0 | 0.0 | 0.1 | 9.5 | 1.1 | 5.6 | 8.5 | 11.9 | 5.7 | 1.1 | 0.5 | 0.6 | 0.9 | 0.7 | 8.1 | 3.9 | 0.6 | 0.7 | 0.3 | 0.8 | 0.8 | 13.7 | 16.5 | 9.2 | 17.3 | 11.8 | 11.6 | 3.8 | 12.2 | 5.7 | 10.7 | 9.6 | 8.5 | 12.6 | 22.7 | 3.1 | 2.2 | 2.2 | 2.1 | 2.7 | 2.3 | 3.1 |
Dividend Growth(%) | N/A | N/A | -24.6 | -32.2 | 266.7 | -23.3 | N/A | N/A | N/A | -100.0 | -98.9 | 984.6 | -81.2 | -35.5 | -29.1 | 160.3 | 480.0 | 100.0 | 0.0 | -9.1 | -21.4 | -90.9 | 120.0 | 600.0 | 0.0 | 150.0 | -66.7 | -7.7 | -95.8 | -4.0 | 100.6 | -39.9 | 60.5 | 27.5 | 191.1 | -70.6 | 118.6 | -36.4 | -3.5 | 31.0 | -28.7 | -54.0 | 516.3 | 72.0 | -19.4 | 24.0 | -16.7 | 3.4 | -6.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/1987
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