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Vanguard Dividend Growth Fund (VDIGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS9219086041
CUSIP921908604
IssuerVanguard
Inception DateMay 15, 1992
RegionNorth America (U.S.)
CategoryLarge Cap Blend Equities, Dividend
Min. Investment$3,000
Home Pageadvisors.vanguard.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Vanguard Dividend Growth Fund has a high expense ratio of 0.27%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.27%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Vanguard Dividend Growth Fund

Popular comparisons: VDIGX vs. VIG, VDIGX vs. VDADX, VDIGX vs. SCHD, VDIGX vs. PRDGX, VDIGX vs. VHYAX, VDIGX vs. VOO, VDIGX vs. VYM, VDIGX vs. VEIPX, VDIGX vs. DGRW, VDIGX vs. NOBL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard Dividend Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
9.83%
15.51%
VDIGX (Vanguard Dividend Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Vanguard Dividend Growth Fund had a return of 0.95% year-to-date (YTD) and 7.11% in the last 12 months. Over the past 10 years, Vanguard Dividend Growth Fund had an annualized return of 10.73%, while the S&P 500 benchmark had an annualized return of 10.50%, indicating that Vanguard Dividend Growth Fund performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date0.95%5.90%
1 month-3.51%-1.28%
6 months9.83%15.51%
1 year7.11%21.68%
5 years (annualized)10.50%11.74%
10 years (annualized)10.73%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.48%3.23%1.21%
2023-4.36%0.00%6.87%3.29%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VDIGX is 46, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of VDIGX is 4646
Vanguard Dividend Growth Fund(VDIGX)
The Sharpe Ratio Rank of VDIGX is 4343Sharpe Ratio Rank
The Sortino Ratio Rank of VDIGX is 4242Sortino Ratio Rank
The Omega Ratio Rank of VDIGX is 4040Omega Ratio Rank
The Calmar Ratio Rank of VDIGX is 6464Calmar Ratio Rank
The Martin Ratio Rank of VDIGX is 4242Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


VDIGX
Sharpe ratio
The chart of Sharpe ratio for VDIGX, currently valued at 0.81, compared to the broader market-1.000.001.002.003.004.000.81
Sortino ratio
The chart of Sortino ratio for VDIGX, currently valued at 1.20, compared to the broader market-2.000.002.004.006.008.0010.0012.001.20
Omega ratio
The chart of Omega ratio for VDIGX, currently valued at 1.14, compared to the broader market1.001.502.002.503.001.14
Calmar ratio
The chart of Calmar ratio for VDIGX, currently valued at 0.81, compared to the broader market0.002.004.006.008.0010.0012.000.81
Martin ratio
The chart of Martin ratio for VDIGX, currently valued at 2.37, compared to the broader market0.0010.0020.0030.0040.0050.0060.002.37
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-1.000.001.002.003.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.0012.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.62

Sharpe Ratio

The current Vanguard Dividend Growth Fund Sharpe ratio is 0.81. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
0.81
1.89
VDIGX (Vanguard Dividend Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Dividend Growth Fund granted a 3.33% dividend yield in the last twelve months. The annual payout for that period amounted to $1.24 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.24$0.85$2.13$2.14$0.94$1.44$2.16$1.37$0.67$1.28$0.79$0.49

Dividend yield

3.33%2.29%6.06%5.45%2.83%4.70%8.84%5.16%2.86%5.69%3.41%2.28%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.43
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
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
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
2020$0.00$0.00$0.03$0.00$0.00$0.22$0.00$0.00$0.00$0.00$0.00$0.69
2019$0.00$0.00$0.03$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$1.20
2018$0.00$0.00$0.30$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.00$1.66
2017$0.00$0.00$0.13$0.00$0.00$0.25$0.00$0.00$0.00$0.00$0.00$0.99
2016$0.00$0.00$0.08$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.41
2015$0.00$0.00$0.37$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.00$0.71
2014$0.00$0.00$0.05$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.00$0.54
2013$0.18$0.00$0.00$0.00$0.00$0.00$0.30

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-5.06%
-3.86%
VDIGX (Vanguard Dividend Growth Fund)
Benchmark (^GSPC)

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 968 trading sessions.

The current Vanguard Dividend Growth Fund drawdown is 5.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.23%Jan 2, 2001441Oct 9, 2002968Aug 16, 20061409
-42.43%Jul 20, 2007411Mar 9, 2009475Jan 25, 2011886
-32.98%Feb 18, 202025Mar 23, 2020114Sep 2, 2020139
-19.12%Sep 14, 1993172May 11, 1994351Sep 14, 1995523
-16.18%Jan 5, 2022186Sep 30, 2022300Dec 11, 2023486

Volatility

Volatility Chart

The current Vanguard Dividend Growth Fund volatility is 3.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
3.31%
3.39%
VDIGX (Vanguard Dividend Growth Fund)
Benchmark (^GSPC)