VMCTX | VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES

Basic Info 369.69 1.88(0.51%)
May 14

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES started on 12/28/2007

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES is classified as asset class LARGE BLEND

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES expense ratio is 0.07%

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES rating is

(59%)

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) Dividend Info

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) dividend growth in the last 12 months is 7.30%

The trailing 12-month yield of VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES is 1.64%. its dividend history:

Date	Dividend
03/21/2024	1.1514
12/20/2023	1.3345
09/20/2023	1.1357
06/22/2023	1.0769
03/22/2023	0.9945
12/21/2022	1.1972
09/27/2022	1.1692
06/22/2022	1.0179
03/23/2022	0.9447
12/23/2021	1.0986
09/28/2021	1.0154
06/23/2021	0.924
03/25/2021	0.8607
12/23/2020	1.2054
09/10/2020	0.7953
06/24/2020	0.9179
03/25/2020	0.916
12/23/2019	1.0229
09/30/2019	1.0003
06/26/2019	1.0307
03/22/2019	0.9525
12/21/2018	1.0186
09/27/2018	0.9531
06/27/2018	0.9065
03/21/2018	0.7366
12/22/2017	0.913
09/26/2017	0.935
06/22/2017	0.798
03/28/2017	0.671
12/19/2016	0.93
09/19/2016	0.813
06/20/2016	0.731
03/18/2016	0.731
12/16/2015	0.85
09/18/2015	0.744
06/19/2015	0.714
03/20/2015	0.627
12/17/2014	0.751
09/19/2014	0.629
06/20/2014	0.611
03/21/2014	0.553
12/19/2013	0.716
09/20/2013	0.588
06/21/2013	0.568
03/21/2013	0.475
12/19/2012	0.753
09/21/2012	0.584
06/22/2012	0.453
03/23/2012	0.423
12/20/2011	0.548
09/22/2011	0.429
06/23/2011	0.431
03/24/2011	0.363
12/21/2010	0.452
09/23/2010	0.439

Dividend Growth History for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$4.5416	1.75%	4.91%	-
2022	$4.329	1.30%	11.04%	4.91%
2021	$3.8987	1.50%	1.67%	7.93%
2020	$3.8346	1.72%	-4.29%	5.80%
2019	$4.0064	2.34%	10.83%	3.18%
2018	$3.6148	1.98%	8.98%	4.67%
2017	$3.317	2.19%	3.49%	5.38%
2016	$3.205	2.37%	9.20%	5.11%
2015	$2.935	2.12%	15.37%	5.61%
2014	$2.544	2.06%	8.39%	6.65%
2013	$2.347	2.38%	6.06%	6.82%
2012	$2.213	2.57%	24.96%	6.75%
2011	$1.771	2.07%	98.77%	8.16%
2010	$0.891	1.16%	-	13.35%

Dividend Growth Chart for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX)

VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) Historical Returns And Risk Info

From 12/21/2007 to 05/14/2024, the compound annualized total return (dividend reinvested) of VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 10.099%. Its cumulative total return (dividend reinvested) is 382.241%.

From 12/21/2007 to 05/14/2024, the Maximum Drawdown of VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 52.8%.

From 12/21/2007 to 05/14/2024, the Sharpe Ratio of VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 0.46.

From 12/21/2007 to 05/14/2024, the Annualized Standard Deviation of VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 20.3%.

From 12/21/2007 to 05/14/2024, the Beta of VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 0.99.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Inception**	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007
Annualized Return(%)	1.8	10.6	30.3	9.8	15.2	13.3	14.7	10.1	29.7	-19.9	27.6	21.5	31.4	-3.5	22.6	11.8	1.6	13.3	32.1	16.1	2.3	12.8	22.4	-37.4	-0.7
Sharpe Ratio	NA	2.34	2.24	0.42	0.63	0.68	NA	0.46	1.95	-0.86	2.08	0.61	2.39	-0.27	3.33	0.9	0.1	1.17	2.94	1.29	0.1	0.72	0.84	-0.95	NA
Draw Down(%)	NA	5.3	9.2	25.8	33.0	33.0	NA	52.8	9.2	25.8	5.5	33.0	6.8	19.1	2.5	10.2	12.4	7.3	5.5	9.4	18.1	16.1	26.6	47.4	0.7
Standard Deviation(%)	NA	12.2	11.8	17.7	21.5	17.9	NA	20.3	13.2	24.7	13.2	34.5	12.6	17.4	6.6	12.9	15.5	11.4	10.9	12.6	23.0	17.6	26.5	40.4	0.0
Treynor Ratio	NA	0.28	0.26	0.07	0.14	0.12	NA	0.09	0.26	-0.21	0.28	0.21	0.3	-0.05	0.22	0.12	0.02	0.13	0.33	0.17	0.02	0.13	0.23	-0.39	0.0
Alpha	NA	0.01	0.0	0.0	0.0	0.0	NA	0.0	0.01	0.0	0.0	0.0	0.0	0.01	0.0	0.0	0.0	0.0	0.0	0.0	0.0	-0.01	-0.01	0.0	NA
Beta	NA	1.03	1.01	1.0	1.0	1.0	NA	0.99	0.97	1.0	0.98	1.0	1.0	1.02	0.98	0.98	1.0	0.99	0.98	0.97	0.97	0.97	0.97	0.99	NA
RSquare	NA	0.99	0.99	0.99	1.0	1.0	NA	1.0	0.96	1.0	0.98	1.0	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.0	0.0
Yield(%)	N/A	0.3	N/A	N/A	N/A	N/A	N/A	N/A	1.7	1.3	1.5	1.7	2.3	2.0	2.2	2.4	2.1	2.1	2.4	2.6	2.1	1.2	0.0	0.0	0.0
Dividend Growth(%)	N/A	-74.7	N/A	N/A	N/A	N/A	N/A	N/A	4.8	11.0	1.3	-3.7	10.5	9.0	3.7	9.2	15.4	7.6	7.3	24.3	98.9	N/A	N/A	N/A	N/A

Return Calculator for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX)

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VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) Historical Return Chart

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VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 12/21/2007 to 05/14/2024, the worst annualized return of 3-year rolling returns for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is -3.81%.

From 12/21/2007 to 05/14/2024, the worst annualized return of 5-year rolling returns for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 5.4%.

From 12/21/2007 to 05/14/2024, the worst annualized return of 10-year rolling returns for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is 8.59%.

From 12/21/2007 to 05/14/2024, the worst annualized return of 20-year rolling returns for VANGUARD MEGA CAP INDEX FUND INSTITUTIONAL SHARES (VMCTX) is NA.

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