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VQNPX: VANGUARD GROWTH AND INCOME FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 59.75 0.27(0.45%) April 25
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (98%) |
Start Date: | 01/19/1987 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.03% |
Expenses | 0.22% |
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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 08/11/1993 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 8.1 | 38.8 | 11.3 | 15.2 | 12.8 | 14.9 | 9.6 | 10.2 | 34.8 | -17.3 | 28.6 | 17.9 | 29.7 | -4.7 | 15.7 | 12.0 | 2.0 | 14.2 | 32.6 | 16.9 | 2.4 | 14.6 | 22.4 | -37.7 | 2.4 | 14.0 | 5.8 | 11.1 | 30.1 | -22.0 | -11.1 | -8.9 | 26.1 | 24.0 | 35.4 | 23.1 | 35.9 | -0.6 | 13.8 | 2.6 | 26.7 | -2.7 | 32.0 | 16.8 | -7.2 |
Sharpe Ratio | NA | 1.53 | 2.04 | 0.48 | 0.62 | 0.65 | NA | NA | 0.45 | 1.99 | -0.78 | 2.13 | 0.51 | 2.23 | -0.35 | 1.92 | 0.89 | 0.13 | 1.25 | 2.92 | 1.35 | 0.1 | 0.8 | 0.83 | -0.93 | -0.04 | 1.0 | 0.34 | 0.9 | 1.75 | -0.89 | -0.65 | -0.57 | 1.26 | 1.0 | 1.79 | 1.64 | 4.24 | -0.36 | 1.29 | 0.02 | 1.67 | -0.51 | 2.02 | 0.7 | -0.45 |
Draw Down(%) | NA | 5.4 | 9.3 | 23.4 | 34.3 | 34.3 | NA | NA | 56.9 | 9.3 | 23.4 | 5.3 | 34.3 | 7.1 | 19.9 | 4.0 | 10.5 | 11.3 | 7.7 | 5.5 | 9.8 | 18.9 | 15.2 | 27.4 | 48.8 | 11.4 | 8.7 | 7.6 | 7.7 | 13.3 | 31.6 | 28.4 | 17.5 | 11.2 | 21.7 | 11.2 | 8.6 | 3.1 | 8.6 | 5.0 | 5.9 | 6.0 | 18.9 | 7.6 | 7.1 | 33.0 |
Standard Deviation(%) | NA | 12.4 | 14.6 | 18.0 | 21.7 | 18.1 | NA | NA | 18.3 | 15.5 | 24.0 | 13.4 | 34.6 | 12.6 | 17.4 | 7.9 | 13.2 | 15.4 | 11.4 | 11.2 | 12.5 | 23.0 | 18.2 | 26.9 | 41.4 | 16.3 | 10.8 | 10.9 | 11.3 | 16.8 | 25.9 | 21.1 | 22.8 | 18.2 | 20.5 | 17.7 | 11.9 | 7.6 | 10.0 | 9.0 | 9.9 | 13.7 | 15.7 | 13.0 | 17.1 | 25.7 |
Treynor Ratio | NA | 0.18 | 0.29 | 0.09 | 0.14 | 0.12 | NA | NA | 0.08 | 0.31 | -0.19 | 0.29 | 0.18 | 0.28 | -0.06 | 0.15 | 0.12 | 0.02 | 0.14 | 0.33 | 0.17 | 0.02 | 0.15 | 0.23 | -0.38 | -0.01 | 0.1 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.04 | 0.02 | 0.01 | 0.0 | NA | NA | 0.02 | 0.02 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.06 | 1.02 | 0.98 | 0.99 | 0.99 | NA | NA | 1.0 | 1.01 | 0.97 | 0.98 | 1.0 | 1.01 | 1.02 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.97 | 0.97 | 1.0 | 0.98 | 1.01 | 1.02 | 1.04 | 1.05 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.66 | 0.91 | 0.96 | 0.97 | NA | NA | 0.59 | 0.72 | 0.99 | 0.96 | 1.0 | 1.0 | 1.0 | 0.72 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.98 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 18.1 | 12.1 | 12.0 | 10.6 | 16.5 | 9.0 | N/A | 19.1 | 7.3 | 17.1 | 7.2 | 5.1 | 7.0 | 1.7 | 7.3 | 7.2 | 8.4 | 1.9 | 2.3 | 1.9 | 1.8 | 2.0 | 1.8 | 13.0 | 1.7 | 1.6 | 1.5 | 1.5 | 1.0 | 1.0 | 5.0 | 5.2 | 6.1 | 16.3 | 11.1 | 7.5 | 4.8 | 12.7 | 2.7 | 3.6 | 3.3 | 4.3 | 3.4 | 2.3 |
Dividend Growth(%) | N/A | -100.0 | 96.1 | 155.7 | 123.2 | 362.2 | 125.6 | N/A | N/A | 96.1 | -51.8 | 157.7 | 77.4 | -36.1 | 381.2 | -75.9 | -4.7 | -9.1 | 459.3 | -6.3 | 26.0 | 16.3 | 7.5 | -28.6 | -87.9 | 726.8 | 14.3 | 16.7 | 23.5 | 17.2 | -3.3 | -83.5 | 13.0 | 0.0 | -55.3 | 62.2 | 91.4 | 46.8 | -61.8 | 370.5 | -6.4 | 0.0 | 0.0 | 34.3 | 40.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/1993
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