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Vanguard Growth Index Fund Institutional Shares (V...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9229088680

CUSIP

922908868

Issuer

Vanguard

Inception Date

May 14, 1998

Region

North America (U.S.)

Min. Investment

$5,000,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

VIGIX has an expense ratio of 0.04%, which is considered low.


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.


Performance

Performance Chart


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Returns By Period

Vanguard Growth Index Fund Institutional Shares (VIGIX) returned 0.91% year-to-date (YTD) and 20.19% over the past 12 months. Over the past 10 years, VIGIX delivered an annualized return of 15.28%, outperforming the S&P 500 benchmark at 10.78%.


VIGIX

YTD

0.91%

1M

14.16%

6M

1.54%

1Y

20.19%

5Y*

18.51%

10Y*

15.28%

^GSPC (Benchmark)

YTD

0.19%

1M

9.00%

6M

-1.55%

1Y

12.31%

5Y*

15.59%

10Y*

10.78%

*Annualized

Monthly Returns

The table below presents the monthly returns of VIGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.95%-3.02%-8.47%2.21%9.10%0.91%
20242.26%7.02%1.34%-4.21%6.42%6.60%-1.72%2.27%2.39%-0.27%6.77%0.46%32.68%
202310.38%-1.44%7.78%1.04%5.09%7.00%3.33%-1.09%-5.76%-1.74%11.66%4.27%46.77%
2022-9.36%-4.62%3.77%-12.82%-2.75%-8.48%13.12%-5.01%-10.46%4.14%4.74%-8.46%-33.13%
2021-0.93%0.79%1.64%6.94%-1.45%5.98%3.28%3.64%-5.28%8.29%0.49%1.76%27.27%
20203.09%-6.48%-10.52%15.11%6.98%4.78%7.63%10.13%-4.67%-3.26%10.53%4.23%40.19%
20199.32%3.65%3.16%4.72%-6.34%6.80%2.26%-0.49%0.23%2.51%3.98%3.11%37.26%
20186.87%-2.90%-2.49%0.27%4.36%1.19%2.50%4.71%0.44%-9.04%0.68%-8.63%-3.34%
20173.66%4.36%1.32%2.30%2.83%-0.48%2.54%1.21%1.04%2.87%2.52%0.73%27.81%
2016-5.92%-0.45%7.13%-0.75%2.46%-0.67%4.78%-0.31%0.66%-2.65%1.19%1.09%6.14%
2015-1.47%6.29%-1.23%-0.05%1.46%-1.60%3.19%-6.26%-2.85%8.95%0.16%-2.39%3.33%
2014-2.99%5.56%-1.59%0.10%3.55%2.41%-1.63%4.71%-1.89%3.06%2.97%-0.98%13.61%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, VIGIX is among the top 24% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VIGIX is 7676
Overall Rank
The Sharpe Ratio Rank of VIGIX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGIX is 7575
Sortino Ratio Rank
The Omega Ratio Rank of VIGIX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of VIGIX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VIGIX is 7474
Martin 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 Growth Index Fund Institutional Shares (VIGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Vanguard Growth Index Fund Institutional Shares Sharpe ratios as of May 15, 2025 (values are recalculated daily):

  • 1-Year: 0.80
  • 5-Year: 0.79
  • 10-Year: 0.71
  • All Time: 0.43

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Vanguard Growth Index Fund Institutional Shares compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Vanguard Growth Index Fund Institutional Shares provided a 0.47% dividend yield over the last twelve months, with an annual payout of $1.00 per share. The fund has been increasing its distributions for 2 consecutive years.


0.40%0.60%0.80%1.00%1.20%1.40%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.00$0.99$0.93$0.77$0.79$0.87$0.89$0.92$0.83$0.80$0.72$0.65

Dividend yield

0.47%0.47%0.58%0.70%0.48%0.66%0.95%1.32%1.15%1.40%1.31%1.22%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.26$0.00$0.00$0.26
2024$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.23$0.00$0.00$0.28$0.99
2023$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.19$0.00$0.00$0.30$0.93
2022$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.00$0.22$0.00$0.00$0.23$0.77
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$0.79
2020$0.00$0.00$0.21$0.00$0.00$0.22$0.00$0.00$0.21$0.00$0.00$0.24$0.87
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$0.89
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$0.92
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$0.83
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$0.80
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$0.72
2014$0.14$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.21$0.65

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 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 57.17%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.

The current Vanguard Growth Index Fund Institutional Shares drawdown is 3.15%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.17%Mar 28, 20002242Mar 9, 2009883Sep 7, 20123125
-35.62%Nov 22, 2021240Nov 3, 2022304Jan 23, 2024544
-31.72%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-23.03%Feb 18, 202536Apr 8, 2025
-22.29%Oct 2, 201858Dec 24, 201875Apr 12, 2019133

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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