VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX)

Basic Info

VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES started on 05/16/2001
VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES is classified as asset class LARGE GROWTH
VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES expense ratio is 0.30%
VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES rating is
Not Rated

VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) Dividend Info

VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) dividend growth in the last 12 months is NA

The trailing 12-month yield of VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES is 0.00%. its dividend history:

DateDividend
04/03/2019 10.275
12/18/2018 8.8676
12/18/2017 7.456
12/23/2016 4.369
12/24/2015 6.748
12/17/2014 9.477
12/17/2013 3.731
12/26/2012 0.735
12/27/2011 0.391
12/28/2010 0.362
12/28/2009 0.406
12/26/2008 0.522
12/17/2007 4.861
12/19/2006 2.286
12/16/2005 0.398
04/22/2005 0.027
12/17/2004 0.386
12/12/2003 0.188

Dividend Growth History for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2019
2019 $10.275 12.77% 15.87% -
2018 $8.8676 9.66% 18.93% 15.87%
2017 $7.456 9.79% 70.66% 17.39%
2016 $4.369 5.77% -35.25% 32.98%
2015 $6.748 8.60% -28.80% 11.08%
2014 $9.477 12.04% 154.01% 1.63%
2013 $3.731 5.91% 407.62% 18.39%
2012 $0.735 1.34% 87.98% 45.76%
2011 $0.391 0.69% 8.01% 50.47%
2010 $0.362 0.75% -10.84% 45.03%
2009 $0.406 1.12% -22.22% 38.14%
2008 $0.522 0.87% -89.26% 31.11%
2007 $4.861 8.27% 112.64% 6.44%
2006 $2.286 4.09% 437.88% 12.26%
2005 $0.425 0.85% 10.10% 25.55%
2004 $0.386 0.84% 105.32% 24.46%
2003 $0.188 0.53% - 28.41%

Dividend Growth Chart for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX)

VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) Historical Returns And Risk Info

From 05/17/2001 to 04/05/2021, the compound annualized total return (dividend reinvested) of VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is 6.689%. Its cumulative total return (dividend reinvested) is 261.069%.

From 05/17/2001 to 04/05/2021, the Maximum Drawdown of VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is 53.3%.

From 05/17/2001 to 04/05/2021, the Sharpe Ratio of VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is 0.32.

From 05/17/2001 to 04/05/2021, the Annualized Standard Deviation of VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is 18.5%.

From 05/17/2001 to 04/05/2021, the Beta of VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is 0.77.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
05/17/2001		 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return(%) 0.0 0.0 4.4 10.2 10.4 8.0 6.7 0.0 0.0 19.8 -1.6 30.0 3.4 6.9 11.1 34.9 15.3 -2.4 18.9 36.3 -41.3 11.4 11.3 9.4 10.6 33.9 -23.8 -12.1
Sharpe Ratio NA 0.0 0.31 0.8 0.67 NA 0.32 0.0 0.0 2.0 -0.14 3.41 0.22 0.42 0.82 2.94 1.07 -0.09 0.96 1.46 -1.07 0.52 0.66 0.67 0.74 1.88 -0.95 -0.94
Draw Down(%) NA 0.0 22.6 22.6 22.6 NA 53.3 0.0 0.0 3.2 22.6 2.5 13.2 11.5 8.2 6.0 11.5 21.6 16.1 19.9 50.5 10.7 11.0 6.9 12.7 12.8 33.0 31.6
Standard Deviation(%) NA 1.5 11.4 11.8 14.8 NA 18.5 NA NA 9.2 20.8 8.6 14.1 16.1 13.5 11.9 14.3 26.1 19.5 24.8 39.2 16.1 12.2 10.7 13.0 17.7 26.2 22.4
Treynor Ratio NA 1.4 0.19 0.33 0.18 NA 0.08 NA NA 0.72 -0.03 0.3 0.03 0.07 0.11 0.36 0.16 -0.02 0.19 0.36 -0.41 0.09 0.09 0.08 0.11 0.37 -0.31 -0.26
Alpha NA 0.0 -0.01 0.01 0.0 NA 0.0 0.0 0.0 0.03 -0.01 0.0 0.02 -0.01 -0.01 0.0 -0.01 -0.01 0.03 0.0 -0.01 0.01 0.04 0.0 0.02 0.03 0.03 0.01
Beta NA 0.0 0.19 0.29 0.56 NA 0.77 0.0 0.0 0.26 0.99 0.98 0.95 0.99 0.98 0.97 0.96 0.98 1.01 1.0 1.04 0.95 0.9 0.86 0.87 0.89 0.81 0.82
RSquare NA 0.0 0.19 0.28 0.56 NA 0.78 0.0 0.0 0.25 0.99 0.94 0.98 0.98 0.98 0.97 0.97 0.99 0.98 0.98 0.98 0.95 0.9 0.88 0.94 0.95 0.96 0.93
Yield(%) N/A 0.0 6.8 8.2 8.8 6.9 N/A 0.0 0.0 12.8 9.7 9.8 5.8 8.6 12.0 5.9 1.3 0.7 0.7 1.1 0.9 8.3 4.1 0.9 0.8 0.5 0.0 0.0
Dividend Growth(%) N/A N/A 3.1 46.9 N/A N/A N/A N/A -100.0 15.9 18.9 70.7 -35.3 -28.8 154.2 404.1 89.7 8.3 -12.2 -21.2 -89.3 112.2 432.6 10.3 105.3 N/A N/A N/A

Return Calculator for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX)

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VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) Historical Return Chart

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VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) 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 05/17/2001 to 04/05/2021, the worst annualized return of 3-year rolling returns for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is -11.89%.
From 05/17/2001 to 04/05/2021, the worst annualized return of 5-year rolling returns for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is -2.95%.
From 05/17/2001 to 04/05/2021, the worst annualized return of 10-year rolling returns for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is 3.39%.
From 05/17/2001 to 04/05/2021, the worst annualized return of 20-year rolling returns for VANGUARD MORGAN GROWTH FUND ADMIRAL SHARES (VMRAX) is NA.

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