Find A Portfolio/Ticker
Comparison Box
VPMCX: VANGUARD PRIMECAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 158.07 0.57(0.36%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (95%) |
Start Date: | 03/05/1985 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 7.81% |
Expenses | 0.31% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/12/1993 |
2023 | 2022 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 4.7 | 27.0 | 6.8 | 12.6 | 13.0 | 15.2 | 11.4 | 12.9 | 28.2 | -15.2 | 21.6 | 17.2 | 27.8 | -2.0 | 29.6 | 10.7 | 2.7 | 18.7 | 39.7 | 15.3 | -1.8 | 12.9 | 34.4 | -32.1 | 11.4 | 12.3 | 8.5 | 18.3 | 37.8 | -24.6 | -13.3 | 4.7 | 41.5 | 25.5 | 36.8 | 18.3 | 35.5 | 11.4 | 17.5 | 6.2 | 27.1 | -3.7 | 16.0 | 12.2 | -4.5 | 21.4 | 20.4 |
Sharpe Ratio | NA | 0.4 | 1.4 | 0.21 | 0.49 | 0.64 | NA | NA | 0.55 | 1.77 | -0.67 | 1.49 | 0.49 | 1.82 | -0.17 | 3.43 | 0.7 | 0.16 | 1.45 | 3.5 | 1.15 | -0.08 | 0.71 | 1.32 | -0.86 | 0.54 | 0.75 | 0.57 | 1.38 | 2.14 | -0.97 | -0.63 | 0.02 | 2.02 | 1.07 | 1.93 | 1.2 | 2.73 | 0.74 | 1.3 | 0.34 | 1.56 | -0.55 | 0.85 | 0.49 | -0.27 | 1.34 | 1.28 |
Draw Down(%) | NA | 6.2 | 9.2 | 25.3 | 32.6 | 32.6 | NA | NA | 52.6 | 9.2 | 24.5 | 6.7 | 32.6 | 8.8 | 20.1 | 3.7 | 13.1 | 13.8 | 8.6 | 5.7 | 10.4 | 20.9 | 16.4 | 24.1 | 45.5 | 9.6 | 10.9 | 8.1 | 8.8 | 12.5 | 37.3 | 33.8 | 21.1 | 6.9 | 23.5 | 11.2 | 11.3 | 5.9 | 9.4 | 6.6 | 13.6 | 8.7 | 25.4 | 9.1 | 11.7 | 37.3 | 8.5 | 6.4 |
Standard Deviation(%) | NA | 11.6 | 12.6 | 17.9 | 21.7 | 18.6 | NA | NA | 18.8 | 13.7 | 24.7 | 14.5 | 34.1 | 14.5 | 19.1 | 8.5 | 15.0 | 16.1 | 12.9 | 11.3 | 13.4 | 23.8 | 18.1 | 26.0 | 38.1 | 15.5 | 12.1 | 11.2 | 12.6 | 17.4 | 26.4 | 25.4 | 26.6 | 18.9 | 20.7 | 17.2 | 12.3 | 11.6 | 11.4 | 11.8 | 11.2 | 14.9 | 16.5 | 12.2 | 15.2 | 31.7 | 12.8 | 15.6 |
Treynor Ratio | NA | 0.09 | 0.29 | 0.06 | 0.15 | 0.16 | NA | NA | 0.14 | 0.39 | -0.27 | 0.4 | 0.19 | 0.42 | -0.04 | 0.33 | 0.11 | 0.03 | 0.21 | 0.45 | 0.18 | -0.02 | 0.14 | 0.33 | -0.33 | 0.09 | 0.1 | 0.07 | 0.22 | 0.43 | -0.33 | -0.24 | 0.01 | 0.52 | 0.3 | 0.43 | 0.25 | 0.48 | 0.1 | 0.18 | 0.05 | 0.29 | -0.12 | 0.13 | 0.09 | -0.2 | 0.63 | 0.82 |
Alpha | NA | -0.01 | 0.01 | 0.02 | 0.01 | 0.01 | NA | NA | 0.03 | 0.0 | 0.05 | 0.05 | -0.1 | 0.0 | -0.01 | 0.01 | 0.04 | -0.02 | 0.02 | 0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.04 | 0.01 | 0.04 | 0.0 | 0.04 | 0.05 | 0.02 | 0.04 | 0.07 | 0.09 | 0.01 | 0.06 | 0.03 | 0.04 | 0.03 | 0.07 | 0.02 | -0.02 | -0.03 | -0.04 | 0.02 | 0.04 | 0.08 | 0.07 |
Beta | NA | 0.53 | 0.61 | 0.61 | 0.71 | 0.74 | NA | NA | 0.74 | 0.62 | 0.63 | 0.54 | 0.88 | 0.63 | 0.88 | 0.89 | 0.96 | 0.96 | 0.9 | 0.89 | 0.86 | 0.88 | 0.93 | 1.03 | 1.0 | 0.91 | 0.88 | 0.86 | 0.81 | 0.86 | 0.79 | 0.65 | 0.67 | 0.74 | 0.75 | 0.77 | 0.6 | 0.66 | 0.85 | 0.84 | 0.7 | 0.8 | 0.77 | 0.76 | 0.85 | 0.43 | 0.27 | 0.25 |
RSquared | NA | 0.75 | 0.73 | 0.81 | 0.8 | 0.8 | NA | NA | 0.73 | 0.74 | 0.87 | 0.64 | 0.85 | 0.63 | 0.92 | 0.81 | 0.89 | 0.92 | 0.91 | 0.89 | 0.87 | 0.96 | 0.96 | 0.94 | 0.96 | 0.93 | 0.89 | 0.81 | 0.87 | 0.9 | 0.9 | 0.82 | 0.76 | 0.68 | 0.75 | 0.8 | 0.48 | 0.35 | 0.64 | 0.5 | 0.48 | 0.7 | 0.8 | 0.69 | 0.77 | 0.29 | 0.21 | 0.08 |
Yield(%) | N/A | 0.0 | 8.1 | 7.8 | 9.6 | 10.5 | 16.3 | 11.0 | N/A | 8.6 | 7.5 | 11.2 | 10.3 | 8.5 | 7.4 | 6.8 | 5.4 | 5.7 | 7.5 | 6.5 | 2.7 | 4.2 | 2.1 | 1.0 | 5.9 | 6.8 | 6.7 | 3.7 | 0.8 | 0.5 | 0.4 | 1.4 | 7.3 | 10.3 | 4.7 | 5.0 | 3.5 | 4.1 | 2.9 | 3.7 | 0.8 | 1.2 | 1.0 | 1.4 | 0.9 | 0.9 | 1.6 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -13.1 | 16.5 | 83.3 | 269.1 | 240.5 | N/A | N/A | -13.1 | -24.6 | 14.0 | 45.3 | 2.5 | 34.3 | 36.4 | -10.0 | -14.3 | 49.0 | 172.8 | -39.4 | 118.0 | 184.4 | -89.2 | -11.3 | 5.9 | 93.9 | 420.5 | 109.5 | 0.0 | -74.1 | -82.2 | -7.7 | 163.1 | 24.7 | 61.3 | 14.8 | 52.8 | -10.2 | 391.7 | -20.0 | 15.4 | -18.8 | 60.0 | 0.0 | -28.6 | 1300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/12/1993
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) 0.76% (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) 0.28% (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.79% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.38% (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) 0.93% (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.32% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.24% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.68% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.72% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.47% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.54% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.57% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.63% (99%)
- QQQQ (PowerShares QQQ) 0.48% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.74% (97%)
- FPX (First Trust US Equity Opportunities ETF) 0.40% (97%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 0.20% (97%)
- JKE (iShares Morningstar Growth ETF) (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.71% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.18% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.02% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.87% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.93% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.63% (98%)
- GAM (General American Investors Closed Fund) 0.07% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.43% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 1.60% (97%)
- FXBY (Foxby Corp) 4.45% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.30% (22%)