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Vanguard Growth Index Fund (VIGRX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9229085041

CUSIP

922908504

Issuer

Vanguard

Inception Date

Nov 2, 1992

Min. Investment

$3,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

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.


Popular comparisons:
VIGRX vs. VIGAX VIGRX vs. QQQ VIGRX vs. VGT VIGRX vs. VFIAX VIGRX vs. IHDG VIGRX vs. VTSAX VIGRX vs. SPY VIGRX vs. VTI VIGRX vs. SCHD VIGRX vs. VOO
Popular comparisons:
VIGRX vs. VIGAX VIGRX vs. QQQ VIGRX vs. VGT VIGRX vs. VFIAX VIGRX vs. IHDG VIGRX vs. VTSAX VIGRX vs. SPY VIGRX vs. VTI VIGRX vs. SCHD VIGRX vs. VOO

Performance

Performance Chart

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


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
13.84%
12.14%
VIGRX (Vanguard Growth Index Fund)
Benchmark (^GSPC)

Returns By Period

Vanguard Growth Index Fund had a return of 30.27% year-to-date (YTD) and 35.68% in the last 12 months. Over the past 10 years, Vanguard Growth Index Fund had an annualized return of 15.34%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


VIGRX

YTD

30.27%

1M

2.56%

6M

14.95%

1Y

35.68%

5Y (annualized)

18.95%

10Y (annualized)

15.34%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.25%7.00%1.33%-4.22%6.40%6.59%-1.73%2.26%2.38%-0.28%30.27%
202310.37%-1.45%7.77%1.03%5.07%7.00%3.31%-1.10%-5.77%-1.75%11.64%4.27%46.59%
2022-9.36%-4.63%3.75%-12.83%-2.76%-8.49%13.11%-5.03%-10.48%4.13%4.73%-8.47%-33.22%
2021-0.93%0.77%1.64%6.93%-1.47%5.98%3.27%3.62%-5.30%8.28%0.48%1.75%27.10%
20203.08%-6.49%-10.53%15.10%6.97%4.77%7.61%10.12%-4.68%-3.27%10.53%4.21%40.01%
20199.31%3.64%3.15%4.71%-6.34%6.78%2.26%-0.50%0.22%2.49%3.98%3.10%37.08%
20186.85%-2.91%-2.51%0.27%4.36%1.17%2.49%4.69%0.43%-9.03%0.65%-8.63%-3.47%
20173.65%4.34%1.30%2.30%2.81%-0.48%2.52%1.19%1.03%2.85%2.50%0.72%27.64%
2016-5.93%-0.45%7.11%-0.77%2.45%-0.67%4.78%-0.35%0.67%-2.66%1.19%1.07%6.00%
2015-1.49%6.29%-1.25%-0.07%1.46%-1.62%3.17%-6.26%-2.87%8.93%0.14%-2.39%3.17%
2014-2.99%5.53%-1.58%0.08%3.53%2.42%-1.65%4.71%-1.91%3.04%2.97%-0.99%13.46%
20134.37%0.99%3.63%1.53%1.68%-1.99%5.31%-1.72%4.76%4.25%2.38%3.34%32.16%

Expense Ratio

VIGRX has an expense ratio of 0.17%, which is considered low compared to other funds.


Expense ratio chart for VIGRX: current value at 0.17% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VIGRX is 65, suggesting that the investment has average results relative to other mutual funds 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 VIGRX is 6565
Combined Rank
The Sharpe Ratio Rank of VIGRX is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGRX is 5656
Sortino Ratio Rank
The Omega Ratio Rank of VIGRX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of VIGRX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of VIGRX is 5757
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 (VIGRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for VIGRX, currently valued at 2.15, compared to the broader market-1.000.001.002.003.004.005.002.152.54
The chart of Sortino ratio for VIGRX, currently valued at 2.81, compared to the broader market0.005.0010.002.813.40
The chart of Omega ratio for VIGRX, currently valued at 1.39, compared to the broader market1.002.003.004.001.391.47
The chart of Calmar ratio for VIGRX, currently valued at 2.81, compared to the broader market0.005.0010.0015.0020.002.813.66
The chart of Martin ratio for VIGRX, currently valued at 11.00, compared to the broader market0.0020.0040.0060.0080.00100.0011.0016.26
VIGRX
^GSPC

The current Vanguard Growth Index Fund Sharpe ratio is 2.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Growth Index Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio1.502.002.503.003.50JuneJulyAugustSeptemberOctoberNovember
2.15
2.54
VIGRX (Vanguard Growth Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Growth Index Fund provided a 0.38% dividend yield over the last twelve months, with an annual payout of $0.78 per share. The fund has been increasing its distributions for 2 consecutive years.


0.40%0.60%0.80%1.00%1.20%$0.00$0.20$0.40$0.60$0.8020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.78$0.75$0.60$0.60$0.73$0.78$0.81$0.75$0.73$0.64$0.58$0.51

Dividend yield

0.38%0.47%0.54%0.36%0.56%0.83%1.18%1.03%1.27%1.16%1.07%1.06%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.19$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.53
2023$0.00$0.00$0.18$0.00$0.00$0.17$0.00$0.00$0.15$0.00$0.00$0.25$0.75
2022$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.18$0.00$0.00$0.19$0.60
2021$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.11$0.00$0.00$0.19$0.60
2020$0.00$0.00$0.17$0.00$0.00$0.19$0.00$0.00$0.17$0.00$0.00$0.20$0.73
2019$0.00$0.00$0.20$0.00$0.00$0.18$0.00$0.00$0.17$0.00$0.00$0.23$0.78
2018$0.00$0.00$0.16$0.00$0.00$0.19$0.00$0.00$0.21$0.00$0.00$0.24$0.81
2017$0.00$0.00$0.18$0.00$0.00$0.16$0.00$0.00$0.19$0.00$0.00$0.22$0.75
2016$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.18$0.00$0.00$0.25$0.73
2015$0.00$0.00$0.15$0.00$0.00$0.13$0.00$0.00$0.16$0.00$0.00$0.19$0.64
2014$0.00$0.00$0.13$0.00$0.00$0.12$0.00$0.00$0.14$0.00$0.00$0.19$0.58
2013$0.10$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.16$0.51

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.20%
-0.88%
VIGRX (Vanguard Growth Index Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Growth Index 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 Growth Index Fund was 57.48%, occurring on Mar 9, 2009. Recovery took 887 trading sessions.

The current Vanguard Growth Index Fund drawdown is 1.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-57.48%Mar 28, 20002242Mar 9, 2009887Sep 13, 20123129
-35.7%Nov 22, 2021240Nov 3, 2022305Jan 24, 2024545
-31.73%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-22.32%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-17.67%Jul 21, 199830Aug 31, 199857Nov 18, 199887

Volatility

Volatility Chart

The current Vanguard Growth Index Fund volatility is 5.24%, 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%4.00%6.00%8.00%JuneJulyAugustSeptemberOctoberNovember
5.24%
3.96%
VIGRX (Vanguard Growth Index Fund)
Benchmark (^GSPC)