Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMRGX (VANGUARD MORGAN GROWTH FUND INVESTOR SHARES) | NA | 0.00% | 0.58% | 6.21% | 8.32% | 6.55% | 6.45% | 8.64% |
Data as of 04/05/2021, AR inception is 02/01/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMRGX (VANGUARD MORGAN GROWTH FUND INVESTOR SHARES) | 02/01/1980 | 04/05/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.58 | 6.21 | 8.32 | 6.55 | 6.45 | 8.64 | 0.00 | 0.00 | 7.15 | -1.59 | 21.07 | 3.29 | 6.74 | 11.22 | 34.76 | 15.08 | -2.56 | 18.70 | 36.10 | -41.43 | 10.99 | 11.16 | 9.09 | 10.47 | 33.73 | -23.07 | -13.60 | -12.03 | 34.30 | 22.33 | 30.64 | 23.45 | 35.95 | -1.64 | 6.95 | 9.89 | 28.78 | -1.52 | 22.71 | 22.47 | 4.89 | -13.95 | 23.39 | -15.42 | 17.59 | 11.80 | -8.32 | 27.46 |
| Sharpe Ratio | NA | 0.00 | -0.03 | 0.42 | 0.51 | NA | NA | 0.32 | 0.00 | 0.00 | 0.40 | -0.14 | 1.89 | 0.22 | 0.42 | 0.83 | 2.93 | 1.06 | -0.10 | 0.95 | 1.45 | -1.08 | 0.49 | 0.64 | 0.64 | 0.73 | 1.87 | -0.93 | -0.61 | -0.58 | 1.67 | 0.83 | 1.64 | 1.58 | 3.07 | -0.43 | 0.50 | 0.78 | 1.91 | -0.49 | 1.64 | 1.31 | 0.03 | -0.95 | 1.64 | -1.43 | 0.77 | 0.18 | -1.32 | 1.33 |
| Standard Deviation(%) | NA | NA | 13.00 | 13.05 | 15.36 | NA | NA | 17.86 | NA | NA | 14.15 | 20.84 | 10.85 | 14.14 | 16.07 | 13.58 | 11.87 | 14.28 | 26.10 | 19.55 | 24.81 | 39.26 | 16.13 | 12.20 | 10.72 | 13.04 | 17.62 | 26.13 | 26.84 | 28.13 | 18.48 | 22.78 | 16.38 | 12.43 | 10.40 | 11.00 | 9.46 | 9.43 | 12.99 | 14.35 | 10.20 | 13.35 | 26.91 | 19.26 | 10.89 | 15.70 | 14.51 | 22.33 | 14.26 | 16.58 |
| Draw Down(%) | NA | 0.00 | 22.61 | 22.61 | 22.61 | NA | NA | 53.46 | 0.00 | 0.00 | 10.50 | 22.61 | 7.04 | 13.16 | 11.52 | 8.25 | 6.03 | 11.53 | 21.59 | 16.10 | 19.85 | 50.61 | 10.72 | 11.08 | 6.99 | 12.74 | 12.84 | 32.71 | 36.51 | 24.51 | 11.11 | 29.13 | 10.10 | 11.66 | 5.30 | 10.45 | 5.97 | 8.02 | 5.63 | 20.99 | 6.40 | 7.04 | 34.38 | 20.30 | 8.71 | 27.51 | 8.64 | 23.69 | 21.19 | 16.87 |
| Yield(%) | 0.00 | 0.00 | 3.14 | 3.70 | 5.80 | 4.84 | 4.90 | 9.65 | 0.00 | 0.00 | 0.12 | 9.54 | 1.07 | 5.66 | 8.46 | 11.87 | 5.70 | 1.16 | 0.55 | 0.62 | 0.94 | 0.73 | 8.11 | 3.89 | 0.59 | 0.71 | 0.35 | 0.81 | 0.77 | 13.67 | 16.49 | 9.19 | 17.36 | 11.84 | 11.62 | 3.78 | 12.16 | 5.73 | 10.67 | 9.61 | 8.52 | 12.62 | 22.71 | 3.13 | 2.21 | 2.24 | 2.11 | 2.71 | 2.34 | 3.10 |
Data as of 04/05/2021, AR inception is 02/01/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMRGX (VANGUARD MORGAN GROWTH FUND INVESTOR SHARES) |
-18.62%
Mar 2000 - Mar 2003 |
-5.66%
Feb 2004 - Feb 2009 |
-2.19%
Aug 2000 - Aug 2010 |
3.79%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMRGX (VANGUARD MORGAN GROWTH FUND INVESTOR SHARES) |
32.38%
Mar 1997 - Mar 2000 |
29.21%
Dec 1994 - Dec 1999 |
19.76%
Aug 1990 - Aug 2000 |
16.08%
Mar 1985 - Mar 2000 |
Annualized Rolling Returns Comparison Chart