Find A Portfolio/Ticker
Comparison Box
VUG: Vanguard Growth ETF (ETF)
Basic Info 245.02 1.95(0.80%) March 30
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 01/30/2004 |
| Last Dividend Date: | 03/23/2023 |
| 12-Mo. Yield | 0.51% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/27/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.9 | 15.4 | -16.0 | 16.7 | 12.7 | 13.5 | 11.5 | 10.0 | -32.7 | 27.7 | 40.2 | 37.0 | -3.3 | 27.7 | 6.3 | 3.2 | 13.6 | 32.5 | 17.0 | 1.8 | 17.2 | 36.1 | -38.0 | 12.5 | 9.2 | 5.0 | 5.0 |
| SR | NA | 3.07 | -0.57 | 0.68 | 0.45 | 0.63 | NA | 0.45 | -1.06 | 1.61 | 1.12 | 2.47 | -0.24 | 3.65 | 0.44 | 0.2 | 1.07 | 2.84 | 1.26 | 0.08 | 0.95 | 1.55 | -1.01 | 0.64 | 0.53 | 0.28 | 0.38 |
| DD(%) | NA | 8.3 | 29.1 | 35.3 | 35.3 | 35.3 | NA | 50.7 | 34.9 | 9.6 | 31.8 | 8.0 | 22.3 | 2.6 | 12.1 | 12.0 | 7.6 | 6.8 | 10.0 | 18.5 | 16.2 | 21.2 | 47.7 | 8.6 | 9.4 | 7.1 | 11.1 |
| SD(%) | NA | 22.1 | 30.5 | 25.7 | 25.4 | 20.2 | NA | 20.2 | 32.4 | 17.2 | 35.5 | 14.4 | 19.6 | 7.4 | 13.9 | 16.4 | 12.7 | 11.4 | 13.6 | 23.7 | 18.1 | 23.2 | 38.3 | 15.0 | 11.1 | 10.1 | 11.8 |
| TR | NA | 0.74 | -0.19 | 0.22 | 0.14 | 0.15 | NA | 0.1 | -0.4 | 0.52 | 0.41 | 0.51 | -0.05 | 0.33 | 0.07 | 0.03 | 0.15 | 0.35 | 0.19 | 0.02 | 0.18 | 0.39 | -0.39 | 0.11 | 0.07 | 0.04 | 0.07 |
| Alpha(%) | NA | 0.04 | 0.02 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.04 | -0.04 | 0.02 | -0.02 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 | 0.01 |
| Beta(%) | NA | 0.92 | 0.9 | 0.79 | 0.83 | 0.85 | NA | 0.88 | 0.86 | 0.53 | 0.98 | 0.7 | 0.92 | 0.83 | 0.92 | 0.97 | 0.91 | 0.93 | 0.92 | 0.89 | 0.94 | 0.93 | 1.0 | 0.89 | 0.82 | 0.79 | 0.67 |
| RS | NA | 0.98 | 0.97 | 0.89 | 0.9 | 0.9 | NA | 0.92 | 0.97 | 0.67 | 0.97 | 0.74 | 0.97 | 0.92 | 0.96 | 0.92 | 0.97 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 0.96 | 0.95 | 0.91 | 0.84 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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) (100%)
- JENSX (Jensen Quality Growth J) (100%)
- PRGFX (T. Rowe Price Growth Stock) (100%)
- FFIDX (Fidelity) (100%)
- TRBCX (T. Rowe Price Blue Chip Growth) (100%)
- NBSRX (Neuberger Berman Socially Resp Inv) (99%)
- PRSGX (T. Rowe Price Spectrum Growth) (99%)
- NGUAX (Neuberger Berman Guardian Inv) (99%)
- VWUSX (Vanguard US Growth Inv) (99%)
- FBGRX (Fidelity Blue Chip Growth) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Tr Stk ETF) (97%)
- FPX (First Trust US IPO ETF) (97%)
- FTC (First Trust Large Cap Gr AlphaDEX ETF) (97%)
- JKE (iShares Morningstar Large-Cap Growth) (97%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (PowerShares Dynamic Large Cap Growth ETF) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income) 0.87% (98%)
- EOS (Eaton Vance Enhanced Equity Income II) 1.32% (98%)
- ETJ (Eaton Vance Risk-Mgd Divers Eq Inc) 1.95% (98%)
- ETV (Eaton Vance Tax-Managed Buy-Write Opp) 0.24% (98%)
- GAM (General American Investors) 0.71% (98%)
- MCN (Madison-Claymore Covered Call & Eq Strat) 0.38% (97%)
- JCE (Nuveen Core Equity Alpha) 1.26% (97%)
- FXBY (Foxby Corp Common) 0.0% (64%)
- HEQ (John Hancock Hedged Equity & Income Fund) 1.32% (22%)
Latest Articles Related to VUG
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
