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Vanguard Dividend Growth Fund (VDIGX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US9219086041
CUSIP
921908604
Issuer
Vanguard
Inception Date
May 15, 1992
Region
North America (U.S.)
Min. Investment
$3,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$40B

Share Price Chart


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Performance

VDIGX Performance Chart

Vanguard Dividend Growth Fund (VDIGX) is down 1.9% since the beginning of the year. VDIGX is currently trading at $30 per share. Investors who bought $1,000 worth of VDIGX shares 5 years ago would now be looking at an investment worth $1,582.


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S&P 500 Index

Returns By Period

Vanguard Dividend Growth Fund (VDIGX) has returned -1.92% so far this year and 9.56% over the past 12 months. Over the last ten years, VDIGX has returned 12.05% per year, falling short of the S&P 500 Index benchmark, which averaged 12.70% annually.


Vanguard Dividend Growth Fund

1D
0.50%
1M
1.64%
YTD
-1.92%
6M
2.71%
1Y
9.56%
3Y*
12.18%
5Y*
9.61%
10Y*
12.05%

Benchmark (S&P 500 Index)

1D
-0.11%
1M
2.78%
YTD
-0.42%
6M
4.03%
1Y
27.10%
3Y*
18.38%
5Y*
10.55%
10Y*
12.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VDIGX Monthly Returns History

Based on dividend-adjusted daily data since May 15, 1992, VDIGX's average daily return is +0.04%, while the average monthly return is +0.80%. At this rate, an investment would double in approximately 7.2 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +10.7%, while the worst month was Oct 2008 at -14.8%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 7 months.

On a daily basis, VDIGX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +10.0%, while the worst single day was Mar 16, 2020 at -11.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.94%0.90%-6.82%3.34%-1.92%
20252.57%0.67%-0.57%-1.78%3.92%1.42%-1.29%3.10%-0.32%0.57%2.73%-0.24%11.11%
20241.48%3.23%1.22%-3.64%2.15%-0.01%3.70%4.28%1.41%-3.76%3.68%5.82%20.84%
20230.51%-2.77%2.45%2.10%-4.23%5.81%0.80%-1.95%-4.36%0.00%6.87%3.29%8.11%
2022-3.62%-1.37%3.07%-3.68%-0.39%-5.33%5.44%-3.06%-7.55%9.92%5.61%-2.58%-4.89%
2021-4.30%2.39%6.41%4.91%1.44%0.13%3.59%1.56%-4.28%6.24%-2.49%7.71%24.86%

Benchmark Metrics

Vanguard Dividend Growth Fund has an annualized alpha of 2.84%, beta of 0.72, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since May 18, 1992.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (74.37%) than losses (68.04%) — typical of diversified or defensive assets.
  • This fund generated an annualized alpha of 2.84% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

Alpha
2.84%
Beta
0.72
0.75
Upside Capture
74.37%
Downside Capture
68.04%

Expense Ratio

VDIGX has an expense ratio of 0.27%, which is considered low.


Return for Risk

Risk / Return Rank

VDIGX ranks 12 for risk / return — in the bottom 12% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


VDIGX Risk / Return Rank: 1212
Overall Rank
VDIGX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
VDIGX Sortino Ratio Rank: 77
Sortino Ratio Rank
VDIGX Omega Ratio Rank: 66
Omega Ratio Rank
VDIGX Calmar Ratio Rank: 1717
Calmar Ratio Rank
VDIGX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and compare them to a chosen benchmark (S&P 500 Index).


VDIGXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.78

2.23

-1.45

Sortino ratio

Return per unit of downside risk

1.20

3.12

-1.91

Omega ratio

Gain probability vs. loss probability

1.14

1.42

-0.28

Calmar ratio

Return relative to maximum drawdown

1.70

4.05

-2.35

Martin ratio

Return relative to average drawdown

6.86

17.91

-11.05

Explore VDIGX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Vanguard Dividend Growth Fund provided a 25.04% dividend yield over the last twelve months, with an annual payout of $7.51 per share.


5.00%10.00%15.00%20.00%$0.00$2.00$4.00$6.00$8.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$7.51$7.19$7.95$0.85$2.13$2.14$0.94$1.44$2.13$1.37$0.67$1.28

Dividend yield

25.04%21.90%21.94%2.29%6.06%5.45%2.83%4.70%8.72%5.16%2.86%5.70%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Dividend Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$2.12$0.00$2.12
2025$0.00$0.00$1.81$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$5.13$7.19
2024$0.00$0.00$0.43$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$7.23$7.95
2023$0.00$0.00$0.04$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.56$0.85
2022$0.00$0.00$0.99$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.93$2.13
2021$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.00$0.00$0.00$0.00$1.69$2.14

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Dividend Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard Dividend Growth Fund was 45.23%, occurring on Oct 9, 2002. Recovery took 970 trading sessions.

The current Vanguard Dividend Growth Fund drawdown is 3.99%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.23%Jan 2, 2001443Oct 9, 2002970Aug 16, 20061413
-42.43%Jul 20, 2007412Mar 9, 2009475Jan 25, 2011887
-32.98%Feb 18, 202025Mar 23, 2020114Sep 2, 2020139
-16.18%Jan 5, 2022186Sep 30, 2022300Dec 11, 2023486
-15.41%Sep 14, 1993167May 11, 1994282Jun 22, 1995449

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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