Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMGAX (VANGUARD MEGA CAP GROWTH INDEX FUND INSTITUTIONAL SHARES) | 10.61% | 27.04% | 25.54% | 17.68% | 17.23% | 17.17% | NA | 13.69% |
Data as of 07/25/2025, AR inception is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMGAX (VANGUARD MEGA CAP GROWTH INDEX FUND INSTITUTIONAL SHARES) | 12/28/2007 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 27.04 | 25.54 | 17.68 | 17.23 | 17.17 | NA | 13.69 | 10.61 | 32.98 | 51.57 | -33.55 | 28.50 | 41.02 | 37.54 | -2.85 | 29.49 | 6.42 | 3.72 | 13.67 | 32.48 | 17.25 | 3.07 | 14.40 | 32.94 | -37.04 | -0.80 |
| Sharpe Ratio | NA | 0.66 | 1.02 | 0.66 | 0.70 | NA | NA | 0.57 | 0.49 | 1.47 | 2.75 | -1.07 | 1.63 | 1.12 | 2.47 | -0.21 | 3.87 | 0.45 | 0.23 | 1.08 | 2.88 | 1.32 | 0.13 | 0.81 | 1.43 | -1.00 | NA |
| Standard Deviation(%) | NA | 25.75 | 22.73 | 23.40 | 21.98 | NA | NA | 21.62 | 29.90 | 17.95 | 17.39 | 32.78 | 17.50 | 36.25 | 14.65 | 19.94 | 7.49 | 13.69 | 16.08 | 12.67 | 11.27 | 13.18 | 22.89 | 17.66 | 23.02 | 37.99 | 0.00 |
| Draw Down(%) | NA | 23.45 | 23.45 | 36.03 | 36.03 | NA | NA | 48.47 | 23.45 | 13.58 | 10.04 | 35.80 | 9.26 | 30.95 | 8.57 | 22.56 | 2.66 | 11.50 | 12.71 | 7.16 | 6.72 | 9.59 | 16.88 | 16.26 | 20.89 | 46.13 | 0.80 |
| Yield(%) | 0.00 | 0.41 | 0.66 | 0.72 | 1.50 | 2.73 | 1.69 | 1.99 | 0.10 | 0.59 | 0.77 | 0.46 | 0.55 | 0.90 | 1.17 | 1.07 | 1.56 | 1.64 | 1.48 | 1.41 | 1.67 | 1.47 | 1.38 | 1.13 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMGAX (VANGUARD MEGA CAP GROWTH INDEX FUND INSTITUTIONAL SHARES) |
1.12%
May 2008 - May 2011 |
5.42%
Jan 2008 - Jan 2013 |
10.23%
Apr 2008 - Apr 2018 |
11.03%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMGAX (VANGUARD MEGA CAP GROWTH INDEX FUND INSTITUTIONAL SHARES) |
35.58%
Dec 2018 - Dec 2021 |
25.68%
Dec 2016 - Dec 2021 |
19.84%
Dec 2011 - Dec 2021 |
18.00%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart