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VPCCX: VANGUARD PRIMECAP CORE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 36.03 0.34(0.95%) June 26
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 01/06/2005 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 6.69% |
| Expenses | 0.46% |
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Performance Analytics (As of 06/26/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/06/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.7 | 7.7 | 7.2 | 15.0 | 15.9 | 11.7 | 13.6 | 11.0 | 11.0 | 12.7 | 23.6 | -12.4 | 24.3 | 12.0 | 27.7 | -4.9 | 22.6 | 12.3 | 0.9 | 19.3 | 36.1 | 14.6 | -0.9 | 14.9 | 37.0 | -31.3 | 7.0 | 12.3 | 14.0 |
| Sharpe Ratio | NA | 0.54 | 0.19 | 0.68 | 0.79 | 0.55 | NA | NA | 0.52 | 0.68 | 1.55 | -0.6 | 1.71 | 0.34 | 1.86 | -0.35 | 2.55 | 0.84 | 0.06 | 1.55 | 3.26 | 1.12 | -0.04 | 0.8 | 1.45 | -0.92 | 0.26 | 0.86 | 1.26 |
| Draw Down(%) | NA | 19.9 | 19.9 | 19.9 | 22.8 | 34.6 | NA | NA | 47.5 | 11.3 | 9.1 | 22.6 | 6.1 | 34.6 | 8.3 | 20.2 | 3.9 | 11.9 | 13.3 | 9.4 | 5.8 | 10.0 | 20.0 | 16.0 | 22.3 | 44.5 | 10.0 | 8.9 | 6.5 |
| Standard Deviation(%) | NA | 25.3 | 20.8 | 17.2 | 17.6 | 18.9 | NA | NA | 18.9 | 13.4 | 12.9 | 23.3 | 14.2 | 34.5 | 14.1 | 18.2 | 8.6 | 14.4 | 15.4 | 12.4 | 11.1 | 13.1 | 23.7 | 18.6 | 25.4 | 35.0 | 15.3 | 10.4 | 9.5 |
| Treynor Ratio | NA | 0.19 | 0.06 | 0.18 | 0.24 | 0.15 | NA | NA | 0.13 | 0.16 | 0.35 | -0.24 | 0.52 | 0.14 | 0.44 | -0.08 | 0.27 | 0.13 | 0.01 | 0.22 | 0.41 | 0.17 | -0.01 | 0.16 | 0.37 | -0.35 | 0.04 | 0.12 | 0.16 |
| Alpha | NA | 0.02 | -0.02 | 0.0 | 0.02 | 0.0 | NA | NA | 0.01 | -0.02 | -0.01 | 0.06 | 0.06 | -0.11 | 0.0 | -0.02 | -0.01 | 0.05 | -0.03 | 0.03 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | 0.04 | 0.01 |
| Beta | NA | 0.71 | 0.69 | 0.63 | 0.57 | 0.69 | NA | NA | 0.78 | 0.58 | 0.58 | 0.58 | 0.47 | 0.86 | 0.6 | 0.82 | 0.83 | 0.9 | 0.91 | 0.87 | 0.87 | 0.84 | 0.88 | 0.95 | 1.01 | 0.91 | 0.9 | 0.75 | 0.74 |
| RSquared | NA | 0.82 | 0.8 | 0.77 | 0.71 | 0.75 | NA | NA | 0.83 | 0.69 | 0.7 | 0.83 | 0.51 | 0.8 | 0.61 | 0.89 | 0.69 | 0.86 | 0.92 | 0.9 | 0.9 | 0.88 | 0.96 | 0.97 | 0.95 | 0.95 | 0.93 | 0.87 | 0.82 |
| Yield(%) | N/A | 0.0 | 6.7 | 7.5 | 9.1 | 8.1 | 12.0 | 10.5 | N/A | 7.6 | 6.7 | 6.7 | 8.1 | 8.1 | 8.3 | 8.1 | 1.3 | 6.0 | 4.8 | 8.1 | 5.6 | 3.9 | 1.2 | 1.2 | 1.0 | 0.9 | 2.7 | 1.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 32.0 | -0.9 | 65.6 | 343.9 | N/A | N/A | N/A | 32.0 | -20.4 | -1.5 | 1.3 | 17.3 | -11.8 | 669.5 | -76.5 | 18.7 | -34.1 | 83.3 | 62.2 | 223.3 | 14.8 | 51.1 | -19.7 | -65.7 | 65.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2005
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