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ISIN
US9219132084
CUSIP
921913208
Issuer
Vanguard
Inception Date
May 14, 2001
Region
North America (U.S.)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$18B

Share Price Chart


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Performance

VGIAX Performance Chart

Vanguard Growth and Income Fund Admiral Shares (VGIAX) is up 10.5% since the beginning of the year. VGIAX is currently trading at $121 per share. Investors who bought $1,000 worth of VGIAX shares 5 years ago would now be looking at an investment worth $1,948.


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S&P 500 Index

Returns By Period

Vanguard Growth and Income Fund Admiral Shares (VGIAX) has returned 10.47% so far this year and 28.81% over the past 12 months. Looking at the last ten years, VGIAX has achieved an annualized return of 15.41%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.


Vanguard Growth and Income Fund Admiral Shares

1D
0.06%
1M
5.79%
YTD
10.47%
6M
10.77%
1Y
28.81%
3Y*
23.19%
5Y*
14.27%
10Y*
15.41%

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VGIAX Monthly Returns History

Based on dividend-adjusted daily data since May 14, 2001, VGIAX's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.

Historically, 66% of months were positive and 34% were negative. The best month was Apr 2020 with a return of +13.1%, while the worst month was Oct 2008 at -18.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, VGIAX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +12.7%, while the worst single day was Mar 16, 2020 at -12.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.20%-1.14%-5.05%9.88%5.26%0.55%10.47%
20253.04%-2.05%-6.36%0.43%6.58%5.43%2.75%1.66%3.39%2.76%0.49%0.25%19.26%
20242.49%6.09%3.40%-4.09%4.73%3.65%0.18%2.37%1.73%-0.29%5.88%-2.39%25.84%
20236.23%-2.30%2.58%0.93%0.32%7.16%3.12%-1.78%-4.39%-1.73%8.89%4.26%24.83%
2022-4.56%-2.86%3.66%-8.09%0.45%-8.77%9.09%-3.80%-8.98%8.37%5.39%-6.20%-17.18%
2021-0.55%2.33%5.07%5.22%0.93%2.05%1.97%3.10%-4.90%6.94%-0.35%4.37%28.86%

Benchmark Metrics

Vanguard Growth and Income Fund Admiral Shares has an annualized alpha of 1.73%, beta of 1.00, and R2 of 0.96 versus S&P 500 Index. Calculated based on daily prices since May 15, 2001.

  • This fund captured 105.07% of S&P 500 Index gains but only 96.99% of its losses - a favorable profile for investors.
  • With beta of 1.00 and R2 of 0.96, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.73%
Beta
1.00
0.96
Upside Capture
105.07%
Downside Capture
96.99%

Expense Ratio

VGIAX has an expense ratio of 0.22%, which is considered low.


Return for Risk

Risk / Return Rank

VGIAX ranks 62 for risk / return — better than 62% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


VGIAX Risk / Return Rank: 6262
Overall Rank
VGIAX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
VGIAX Sortino Ratio Rank: 5757
Sortino Ratio Rank
VGIAX Omega Ratio Rank: 5757
Omega Ratio Rank
VGIAX Calmar Ratio Rank: 6262
Calmar Ratio Rank
VGIAX Martin Ratio Rank: 7272
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 Growth and Income Fund Admiral Shares (VGIAX) and compare them to S&P 500 Index.


VGIAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.12

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

1.42

1.41

+0.02

Calmar ratioReturn relative to maximum drawdown

3.05

2.93

+0.12

Martin ratioReturn relative to average drawdown

13.76

13.52

+0.24

Dividends

Dividend History

Vanguard Growth and Income Fund Admiral Shares provided a 9.71% dividend yield over the last twelve months, with an annual payout of $11.76 per share.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%$0.00$5.00$10.00$15.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$11.76$11.76$11.89$7.85$7.72$15.93$6.21$3.55$5.49$3.90$4.74$4.98

Dividend yield

9.71%10.72%11.67%8.70%9.81%15.28%6.63%4.19%8.05%5.06%7.01%7.72%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.51$0.00$0.00$0.00$0.00$0.00$11.25$11.76
2024$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$11.38$11.89
2023$0.00$0.00$0.00$0.00$0.00$0.60$0.00$0.00$0.00$0.00$0.00$7.25$7.85
2022$0.00$0.00$0.00$0.00$0.00$0.63$0.00$0.00$0.00$0.00$0.00$7.09$7.72
2021$0.00$0.00$0.00$0.00$0.00$0.56$0.00$0.00$0.00$0.00$0.00$15.37$15.93

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 Growth and Income Fund Admiral Shares. 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 Growth and Income Fund Admiral Shares was 56.85%, occurring on Mar 9, 2009. Recovery took 973 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-56.85%Mar 2009
1y 5mo3y 10mo
5y 3moOct 2007 - Jan 2013
Dot-com crash2000–2002
-38.81%Oct 2002
1y 4mo2y 4mo
3y 8moMay 2001 - Feb 2005
COVID crash2020
-34.33%Mar 2020
1mo 2d4mo 17d
5mo 19dFeb 2020 - Aug 2020
Bear market2022
-23.30%Sep 2022
8mo 28d1y 2mo
1y 11moJan 2022 - Dec 2023
Rate-hike selloffLate 2018
-19.86%Dec 2018
2mo 23d4mo
6mo 23dOct 2018 - Apr 2019

Drawdown Indicators


VGIAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.85%

-56.78%

-0.07%

Max Drawdown (1Y)

Largest decline over 1 year

-9.73%

-9.10%

-0.63%

Max Drawdown (3Y)

Largest decline over 3 years

-19.66%

-18.90%

-0.76%

Max Drawdown (5Y)

Largest decline over 5 years

-23.30%

-25.43%

+2.13%

Max Drawdown (10Y)

Largest decline over 10 years

-34.33%

-33.92%

-0.41%

Current Drawdown

Current decline from peak

0.00%

-0.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-9.34%

-10.72%

+1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.15%

1.97%

+0.18%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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