MPIQ Market composite indicator for Vanguard Dividend Appreciation VDIGX
Historical Returns
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 01/01/2001.
AR inception is since 01/01/2001.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| P Composite Momentum Market Vanguard Dividend Growth | NA | 19.05% | 7.41% | 10.22% | 9.79% | 11.74% | 11.62% |
| VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 34.25% | 10.57% | 15.70% | 13.31% | 14.08% | 10.54% |
| VBINX (VANGUARD BALANCED INDEX FUND INVESTOR SHARES) | NA | 20.11% | 3.23% | 7.66% | 7.68% | 8.87% | 7.40% |
| Ticker/Portfolio | 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 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | P Composite M...nd Growth | 1.48 | 19.05 | 7.41 | 10.22 | 9.79 | 11.74 | 11.62 | 12.08 | NA | -0.87 | 8.10 | -4.87 | 24.84 | 8.16 | 25.97 | -0.85 | 16.12 | 7.49 | 2.67 | 11.85 | 31.53 | 10.39 | 9.43 | 16.35 | 27.38 | -1.67 | 7.00 | 19.58 | 4.23 | 11.02 | 41.60 | -5.62 | 6.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | 1.08 | 34.25 | 10.57 | 15.70 | 13.31 | 14.08 | 10.54 | 8.97 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
| VBINX (VANGUA...R SHARES) | 1.18 | 20.11 | 3.23 | 7.66 | 7.68 | 8.87 | 7.40 | 7.08 | NA | 10.42 | 14.70 | -17.67 | 12.02 | 15.05 | 21.67 | -2.97 | 13.75 | 8.64 | 0.36 | 9.81 | 17.96 | 11.33 | 4.14 | 13.13 | 20.09 | -22.21 | 6.17 | 11.03 | 4.65 | 10.58 | 19.86 | -9.55 | -3.03 | -0.32 | 15.30 | 19.18 | 21.05 | 12.97 | 28.14 | -1.55 | 11.55 | 3.69 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Sharpe Ratio | P Composite M...nd Growth | NA | -63.35 | -5.16 | 35.12 | 42.51 | NA | NA | 73.17 | 26.89 | -53.94 | 36.93 | -33.11 | 220.78 | 24.93 | 234.06 | -15.04 | 231.60 | 62.31 | 18.26 | 115.52 | 322.21 | 95.08 | 49.14 | 120.97 | 229.94 | -36.42 | 28.36 | 180.17 | 21.23 | 97.46 | 390.22 | -91.24 | 72.75 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 21.81 | 32.62 | 103.09 | 59.35 | NA | NA | 44.84 | -108.60 | 144.05 | 168.50 | -81.42 | 217.48 | 53.11 | 239.69 | -34.37 | 316.32 | 88.64 | 7.76 | 118.55 | 290.33 | 124.85 | 8.24 | 82.04 | 97.09 | -92.28 | 15.05 | 123.84 | 25.29 | 88.29 | 163.16 | -89.66 | -67.65 | -59.22 | 98.26 | 123.57 | 162.11 | 163.05 | 432.60 | -17.93 | 91.08 | 58.43 | 191.72 | -53.33 | 173.14 | 59.74 | -0.19 | 30.84 | 149.03 | -23.73 | 80.36 | 64.68 | -126.79 | 119.12 | -383.89 | |
| VBINX (VANGUA...R SHARES) | NA | -25.45 | -8.49 | 64.05 | 44.25 | NA | NA | 56.67 | -85.86 | 41.44 | 111.33 | -119.10 | 142.11 | 71.50 | 285.34 | -43.90 | 329.21 | 107.95 | 3.85 | 147.07 | 261.51 | 154.65 | 30.31 | 123.20 | 121.00 | -98.17 | 34.78 | 117.15 | 38.04 | 137.91 | 204.46 | -76.83 | -43.65 | -30.73 | 108.09 | 137.09 | 174.84 | 120.29 | 454.07 | -66.00 | 157.21 | 574.16 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Standard Deviation(%) | P Composite M...nd Growth | NA | 14.10 | 14.61 | 18.76 | 15.77 | NA | NA | 13.26 | 10.40 | 13.83 | 10.42 | 18.89 | 11.24 | 31.78 | 10.49 | 14.40 | 6.69 | 11.69 | 14.45 | 10.24 | 9.77 | 10.87 | 19.12 | 13.44 | 11.87 | 7.13 | 14.13 | 9.05 | 9.72 | 10.34 | 10.48 | 7.38 | 5.09 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 13.76 | 17.05 | 18.39 | 17.92 | NA | NA | 18.01 | 16.10 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
| VBINX (VANGUA...R SHARES) | NA | 9.68 | 11.73 | 12.06 | 11.13 | NA | NA | 10.98 | 10.10 | 9.23 | 9.47 | 16.06 | 8.44 | 20.63 | 7.10 | 9.80 | 4.00 | 7.81 | 8.67 | 6.66 | 6.86 | 7.35 | 13.57 | 10.59 | 16.52 | 23.49 | 9.17 | 6.65 | 6.52 | 6.99 | 9.38 | 13.87 | 12.48 | 14.34 | 11.17 | 11.57 | 9.98 | 7.81 | 5.35 | 6.83 | 6.00 | 4.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Draw Down(%) | P Composite M...nd Growth | NA | 15.90 | 15.90 | 28.66 | 32.98 | NA | NA | 32.98 | 3.00 | 14.26 | 9.33 | 16.19 | 5.07 | 32.98 | 4.55 | 14.85 | 3.10 | 6.95 | 10.34 | 6.27 | 4.99 | 7.72 | 15.34 | 10.55 | 7.15 | 7.29 | 8.44 | 6.79 | 5.82 | 6.96 | 3.98 | 8.83 | 4.14 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | 10.05 | 22.14 | 24.59 | 33.83 | NA | NA | 55.25 | 10.05 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
| VBINX (VANGUA...R SHARES) | NA | 9.07 | 17.70 | 23.05 | 23.05 | NA | NA | 35.97 | 5.98 | 6.25 | 8.27 | 21.71 | 3.67 | 22.78 | 3.26 | 11.95 | 1.35 | 5.99 | 7.27 | 4.07 | 4.70 | 5.28 | 10.87 | 8.83 | 17.50 | 31.87 | 5.50 | 4.77 | 4.03 | 4.98 | 7.07 | 18.14 | 15.94 | 9.94 | 7.19 | 12.20 | 6.83 | 5.51 | 1.82 | 7.21 | 2.78 | 0.87 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| Yield(%) | P Composite M...nd Growth | NA | 3.53 | 5.04 | 4.85 | 4.61 | NA | NA | 3.02 | NA | 1.15 | 2.44 | 5.56 | 6.62 | 2.97 | 5.72 | 7.15 | 2.68 | 3.06 | 5.64 | 3.76 | 2.89 | 2.38 | 2.18 | 1.13 | 2.79 | 0.00 | 2.63 | 2.07 | 2.00 | 1.99 | 2.39 | 0.00 | 0.30 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
| VBINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
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Rolling Returns
From 01/01/2001 to 02/28/2025, the worst annualized return of 3-year rolling returns is 0.64%.
From 01/01/2001 to 02/28/2025, the worst annualized return of 5-year rolling returns is 5.59%.
From 01/01/2001 to 02/28/2025, the worst annualized return of 10-year rolling returns is 8.22%.