Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) | 10.21% | 21.62% | 22.81% | 12.08% | 15.55% | 16.80% | 11.93% | 7.88% |
Data as of 07/21/2025, AR inception is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) | 01/02/1980 | 07/21/2025 |
| 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 | 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 (%) | 1.36 | 21.62 | 22.81 | 12.08 | 15.55 | 16.80 | 11.93 | 7.88 | 10.21 | 31.65 | 45.17 | -39.64 | 12.66 | 58.63 | 45.61 | 0.65 | 31.63 | -0.75 | 8.46 | 13.26 | 35.49 | 18.42 | -0.68 | 11.54 | 34.96 | -37.82 | 10.16 | 1.77 | 11.15 | 7.03 | 26.10 | -35.80 | -31.70 | -20.52 | 16.11 | 30.63 | 20.89 | 16.66 | 32.75 | 2.68 | -2.80 | 1.05 | 44.90 | 2.74 | 35.95 | 7.90 | -32.56 | -11.72 | 23.18 | -5.19 | 3.09 | 16.57 | -4.14 | 29.90 |
| Sharpe Ratio | NA | 0.73 | 0.93 | 0.40 | 0.60 | NA | NA | 0.22 | 0.53 | 1.45 | 2.22 | -1.12 | 0.59 | 1.62 | 2.45 | -0.04 | 3.62 | -0.07 | 0.52 | 0.97 | 2.95 | 1.27 | -0.03 | 0.60 | 1.42 | -1.03 | 0.43 | -0.13 | 0.76 | 0.42 | 1.32 | -1.17 | -0.99 | -0.72 | 0.60 | 1.13 | 0.86 | 0.90 | 2.75 | -0.04 | -0.50 | -0.13 | 2.61 | -0.14 | 2.27 | 0.19 | -0.88 | -0.69 | 0.89 | -0.75 | -0.17 | 0.41 | -0.80 | 1.11 |
| Standard Deviation(%) | NA | 26.61 | 23.75 | 25.83 | 23.62 | NA | NA | 21.69 | 30.42 | 19.28 | 18.87 | 36.93 | 21.51 | 35.93 | 18.01 | 20.88 | 8.60 | 14.76 | 16.15 | 13.65 | 12.04 | 14.55 | 26.46 | 19.18 | 24.56 | 37.37 | 16.44 | 12.97 | 11.77 | 14.54 | 19.23 | 31.68 | 35.09 | 34.51 | 21.23 | 24.09 | 20.03 | 14.35 | 10.46 | 10.67 | 9.96 | 11.11 | 15.61 | 19.02 | 13.24 | 15.75 | 41.77 | 23.31 | 19.81 | 16.17 | 19.10 | 21.20 | 18.33 | 19.38 |
| Draw Down(%) | NA | 25.01 | 25.01 | 45.19 | 45.19 | NA | NA | 73.31 | 25.01 | 13.22 | 13.67 | 41.58 | 14.32 | 31.14 | 8.10 | 21.53 | 2.64 | 14.17 | 12.00 | 8.19 | 6.90 | 12.31 | 20.82 | 17.28 | 19.15 | 45.91 | 9.10 | 15.45 | 9.89 | 14.24 | 12.78 | 42.63 | 50.27 | 34.29 | 11.44 | 21.20 | 10.51 | 11.04 | 7.31 | 7.18 | 9.66 | 9.22 | 6.27 | 23.81 | 6.84 | 9.86 | 53.16 | 27.23 | 15.93 | 9.23 | 21.74 | 14.53 | 18.16 | 11.63 |
| Yield(%) | 0.00 | 4.86 | 2.68 | 5.38 | 8.44 | 13.54 | 9.30 | 12.97 | 0.00 | 5.92 | 0.41 | 0.22 | 13.49 | 5.86 | 14.95 | 8.77 | 6.24 | 1.51 | 8.92 | 8.70 | 0.51 | 0.63 | 0.42 | 0.65 | 0.68 | 0.59 | 0.64 | 0.48 | 0.22 | 0.30 | 0.37 | 0.22 | 0.14 | 17.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) |
-30.85%
Mar 2000 - Mar 2003 |
-15.82%
Mar 2000 - Mar 2005 |
-9.39%
Feb 1999 - Feb 2009 |
-0.88%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) |
37.54%
Dec 2018 - Dec 2021 |
29.10%
Oct 2016 - Oct 2021 |
21.83%
Sep 2011 - Sep 2021 |
17.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart