PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Vanguard Growth Index Fund Institutional Shares (VIGIX)

Mutual Fund · Currency in USD · Last updated Dec 9, 2023
Summary

Fund Info

ISINUS9229088680
CUSIP922908868
IssuerVanguard
Inception DateMay 14, 1998
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities
Minimum Investment$5,000,000
ETF Home Pageadvisors.vanguard.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The Vanguard Growth Index Fund Institutional Shares has an expense ratio of 0.04% which is considered to be low.


0.04%
0.00%2.15%

Share Price Chart


Loading data...

Performance

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


300.00%400.00%500.00%600.00%700.00%JulyAugustSeptemberOctoberNovemberDecember
666.30%
291.74%
VIGIX (Vanguard Growth Index Fund Institutional Shares)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with VIGIX

Vanguard Growth Index Fund Institutional Shares

Popular comparisons: VIGIX vs. VIIIX, VIGIX vs. VINIX, VIGIX vs. VIVIX, VIGIX vs. VUG, VIGIX vs. VOO, VIGIX vs. QQQ, VIGIX vs. SWPPX, VIGIX vs. VHGEX, VIGIX vs. SPY, VIGIX vs. NOBL

Return

Vanguard Growth Index Fund Institutional Shares had a return of 42.20% year-to-date (YTD) and 34.81% in the last 12 months. Over the past 10 years, Vanguard Growth Index Fund Institutional Shares had an annualized return of 14.01%, outperforming the S&P 500 benchmark which had an annualized return of 9.85%.


PeriodReturnBenchmark
Year-To-Date42.20%19.92%
1 month5.77%5.06%
6 months11.76%7.11%
1 year34.81%16.17%
5 years (annualized)17.37%11.84%
10 years (annualized)14.01%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20235.09%7.00%3.33%-1.09%-5.77%-1.74%11.66%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Institutional Shares (VIGIX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
VIGIX
Vanguard Growth Index Fund Institutional Shares
2.03
^GSPC
S&P 500
1.25

Sharpe Ratio

The current Vanguard Growth Index Fund Institutional Shares Sharpe ratio is 2.03. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
2.03
1.25
VIGIX (Vanguard Growth Index Fund Institutional Shares)
Benchmark (^GSPC)

Dividend History

Vanguard Growth Index Fund Institutional Shares granted a 0.55% dividend yield in the last twelve months. The annual payout for that period amounted to $0.86 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$0.86$0.77$0.79$0.87$0.89$0.91$0.83$0.80$0.72$0.65$0.58$0.56

Dividend yield

0.55%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%1.20%1.53%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.19$0.00$0.00
2022$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.22$0.00$0.00$0.23
2021$0.00$0.00$0.20$0.00$0.00$0.19$0.00$0.00$0.16$0.00$0.00$0.24
2020$0.00$0.00$0.20$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.24
2019$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.20$0.00$0.00$0.26
2018$0.00$0.00$0.19$0.00$0.00$0.22$0.00$0.00$0.24$0.00$0.00$0.27
2017$0.00$0.00$0.20$0.00$0.00$0.18$0.00$0.00$0.21$0.00$0.00$0.25
2016$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.27
2015$0.00$0.00$0.17$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.00$0.21
2014$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.21
2013$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.18
2012$0.10$0.00$0.00$0.11$0.00$0.00$0.13$0.00$0.00$0.22

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-6.18%
-4.01%
VIGIX (Vanguard Growth Index Fund Institutional Shares)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Growth Index Fund Institutional 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 Index Fund Institutional Shares was 56.81%, occurring on Mar 9, 2009. Recovery took 882 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.81%Mar 28, 20002242Mar 9, 2009882Sep 6, 20123124
-35.62%Nov 22, 2021240Nov 3, 2022
-31.72%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-22.29%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-15.54%Jul 21, 2015143Feb 11, 2016104Jul 12, 2016247

Volatility Chart

The current Vanguard Growth Index Fund Institutional Shares volatility is 3.51%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.51%
2.77%
VIGIX (Vanguard Growth Index Fund Institutional Shares)
Benchmark (^GSPC)