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VPMCX: VANGUARD PRIMECAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 168.69 0.68(0.40%) January 22
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/24/1985 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.31% |
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Performance Analytics (As of 01/21/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/24/1985 |
2024 | 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(%) | 4.4 | 5.0 | 11.4 | 2.8 | 4.3 | 6.4 | 8.5 | 6.4 | 5.8 | 7.3 | 20.7 | -21.9 | 10.9 | 7.8 | 20.6 | -8.4 | 23.9 | 6.7 | -2.0 | 12.6 | 34.1 | 14.1 | -5.1 | 11.8 | 34.4 | -37.5 | 5.2 | 6.2 | 5.4 | 18.3 | 37.8 | -24.6 | -14.2 | 5.7 | 42.7 | 25.7 | 32.2 | 15.4 | 32.4 | 9.1 | 14.2 | 6.2 | 27.1 | -75.9 | 14.9 | 11.4 | -5.3 | 20.1 | 15.8 |
| Sharpe Ratio | NA | 7.73 | 0.33 | -0.13 | 0.06 | 0.22 | NA | NA | 0.12 | 0.05 | 1.13 | -0.89 | 0.6 | 0.21 | 1.22 | -0.48 | 2.54 | 0.42 | -0.13 | 0.9 | 2.78 | 1.06 | -0.22 | 0.65 | 1.32 | -1.01 | 0.13 | 0.22 | 0.29 | 1.38 | 2.14 | -0.97 | -0.66 | 0.06 | 1.84 | 1.05 | 1.63 | 0.97 | 2.43 | 0.54 | 0.99 | 0.34 | 1.56 | -0.59 | 0.74 | 0.44 | -0.31 | 1.23 | 6.45 |
| Draw Down(%) | NA | 1.1 | 12.3 | 23.5 | 32.6 | 33.2 | NA | NA | 81.1 | 12.3 | 9.2 | 24.5 | 14.9 | 32.6 | 8.8 | 25.3 | 4.1 | 13.1 | 13.8 | 8.6 | 5.9 | 10.4 | 20.9 | 16.4 | 24.1 | 45.5 | 11.8 | 10.9 | 8.1 | 8.8 | 12.5 | 37.3 | 34.3 | 21.7 | 6.9 | 23.5 | 13.7 | 11.3 | 6.2 | 9.7 | 6.6 | 13.6 | 8.8 | 79.5 | 10.0 | 11.7 | 37.3 | 8.4 | 3.5 |
| Standard Deviation(%) | NA | 10.8 | 16.1 | 19.7 | 23.5 | 20.0 | NA | NA | 29.1 | 16.1 | 14.7 | 26.3 | 18.1 | 35.5 | 15.7 | 20.2 | 9.2 | 15.4 | 16.3 | 13.9 | 12.2 | 13.4 | 24.0 | 18.1 | 26.0 | 37.8 | 17.2 | 13.4 | 11.4 | 12.6 | 17.4 | 26.4 | 25.3 | 27.3 | 21.5 | 21.2 | 17.5 | 12.3 | 11.7 | 11.4 | 12.2 | 11.2 | 14.9 | 137.9 | 12.5 | 15.2 | 29.6 | 12.9 | 10.6 |
| Treynor Ratio | NA | 1.85 | 0.08 | -0.04 | 0.02 | 0.06 | NA | NA | 0.05 | 0.01 | 0.27 | -0.37 | 0.25 | 0.09 | 0.3 | -0.11 | 0.27 | 0.07 | -0.02 | 0.14 | 0.38 | 0.17 | -0.06 | 0.13 | 0.33 | -0.39 | 0.02 | 0.03 | 0.04 | 0.22 | 0.43 | -0.33 | -0.26 | 0.03 | 0.54 | 0.3 | 0.36 | 0.18 | 0.37 | 0.07 | 0.14 | 0.05 | 0.29 | -1.66 | 0.12 | 0.08 | -0.28 | 0.58 | 4.17 |
| Alpha | NA | 0.19 | -0.03 | -0.02 | -0.01 | -0.02 | NA | NA | 0.01 | -0.04 | -0.02 | 0.02 | 0.04 | -0.12 | -0.02 | -0.04 | -0.01 | 0.03 | -0.04 | 0.0 | 0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 | -0.02 | 0.04 | 0.05 | 0.02 | 0.03 | 0.07 | 0.1 | 0.01 | 0.05 | 0.01 | 0.02 | 0.02 | 0.06 | 0.02 | -0.02 | -0.33 | -0.04 | 0.01 | 0.03 | 0.07 | 0.2 |
| Beta | NA | 0.45 | 0.69 | 0.65 | 0.69 | 0.73 | NA | NA | 0.72 | 0.69 | 0.63 | 0.63 | 0.44 | 0.88 | 0.64 | 0.87 | 0.88 | 0.96 | 0.93 | 0.9 | 0.9 | 0.85 | 0.88 | 0.93 | 1.03 | 0.97 | 0.95 | 0.88 | 0.85 | 0.81 | 0.86 | 0.79 | 0.65 | 0.64 | 0.74 | 0.76 | 0.8 | 0.66 | 0.76 | 0.84 | 0.84 | 0.7 | 0.8 | 0.49 | 0.76 | 0.84 | 0.34 | 0.27 | 0.16 |
| RSquared | NA | 0.88 | 0.79 | 0.77 | 0.7 | 0.71 | NA | NA | 0.49 | 0.79 | 0.65 | 0.8 | 0.34 | 0.8 | 0.55 | 0.82 | 0.67 | 0.84 | 0.85 | 0.78 | 0.79 | 0.86 | 0.94 | 0.96 | 0.94 | 0.92 | 0.85 | 0.73 | 0.78 | 0.87 | 0.9 | 0.9 | 0.82 | 0.65 | 0.52 | 0.73 | 0.84 | 0.59 | 0.45 | 0.62 | 0.47 | 0.48 | 0.7 | 0.01 | 0.66 | 0.76 | 0.19 | 0.21 | 0.19 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.0 | 1.0 | 1.4 | 2.2 | 1.8 | N/A | 1.0 | 1.3 | 0.9 | 0.8 | 1.1 | 1.4 | 1.1 | 1.3 | 1.4 | 1.1 | 1.3 | 1.2 | 1.5 | 1.0 | 1.0 | 1.0 | 0.7 | 0.7 | 0.7 | 0.6 | 0.8 | 0.5 | 0.4 | 0.5 | 8.1 | 10.9 | 4.9 | 0.7 | 0.8 | 1.1 | 0.7 | 0.4 | 0.8 | 1.2 | 0.3 | 0.4 | 0.2 | 0.2 | 0.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -6.6 | 8.6 | 6.0 | 122.1 | 15.9 | N/A | N/A | -6.6 | 7.1 | 34.7 | -25.4 | -8.8 | 15.0 | 5.0 | 3.2 | 21.7 | -4.0 | 38.8 | -13.4 | 40.1 | 12.2 | 37.4 | -12.0 | 6.7 | 8.2 | 14.0 | -13.3 | 109.9 | -1.4 | -23.2 | -94.4 | -3.1 | 168.9 | 865.0 | 0.0 | -9.1 | 83.3 | 71.4 | -41.7 | -20.0 | 15.4 | -17.7 | 66.3 | -5.0 | -28.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/1985
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See LARGE GROWTH Asset Class Trend Rankings |
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