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Vanguard PRIMECAP Core Fund (VPCCX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US9219215087
CUSIP
921921508
Issuer
Vanguard
Inception Date
Dec 9, 2004
Region
North America (U.S.)
Min. Investment
$3,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

Performance Chart

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


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S&P 500 Index

Returns By Period

Vanguard PRIMECAP Core Fund (VPCCX) has returned -2.11% so far this year and 29.08% over the past 12 months. Looking at the last ten years, VPCCX has achieved an annualized return of 14.07%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.


Vanguard PRIMECAP Core Fund

1D
-1.39%
1M
-9.44%
YTD
-2.11%
6M
7.22%
1Y
29.08%
3Y*
19.17%
5Y*
11.42%
10Y*
14.07%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Dec 9, 2004, VPCCX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, your investment would double in approximately 5.7 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +12.8%, while the worst month was Oct 2008 at -15.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VPCCX closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.67%1.34%-9.44%-2.11%
20254.90%-0.14%-5.91%-1.67%5.12%6.28%0.72%4.30%4.31%4.56%3.40%1.30%29.96%
20240.54%4.98%4.03%-3.87%4.99%2.16%-0.72%2.61%-0.33%-1.67%3.76%-3.87%12.72%
20236.11%-4.02%2.82%0.77%0.56%6.45%3.06%-0.19%-3.61%-3.84%8.37%5.89%23.58%
2022-4.61%-1.71%2.28%-6.48%2.82%-9.22%6.82%-4.52%-7.73%9.21%7.85%-5.61%-12.43%
20212.24%6.01%3.66%2.89%1.73%1.56%0.32%1.84%-4.47%4.47%-2.07%4.23%24.30%

Benchmark Metrics

Vanguard PRIMECAP Core Fund has an annualized alpha of 3.63%, beta of 0.95, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since December 10, 2004.

  • This fund captured 108.62% of S&P 500 Index gains but only 93.00% of its losses — a favorable profile for investors.
  • This fund generated an annualized alpha of 3.63% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
  • With beta of 0.95 and R² of 0.93, 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
3.63%
Beta
0.95
0.93
Upside Capture
108.62%
Downside Capture
93.00%

Expense Ratio

VPCCX has an expense ratio of 0.46%, placing it in the medium range.


Return for Risk

Risk / Return Rank

VPCCX ranks 80 for risk / return — in the top 80% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


VPCCX Risk / Return Rank: 8080
Overall Rank
VPCCX Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
VPCCX Sortino Ratio Rank: 7979
Sortino Ratio Rank
VPCCX Omega Ratio Rank: 7676
Omega Ratio Rank
VPCCX Calmar Ratio Rank: 8282
Calmar Ratio Rank
VPCCX Martin Ratio Rank: 8686
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 PRIMECAP Core Fund (VPCCX) and compare them to a chosen benchmark (S&P 500 Index).


VPCCXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.45

0.90

+0.55

Sortino ratio

Return per unit of downside risk

2.04

1.39

+0.65

Omega ratio

Gain probability vs. loss probability

1.30

1.21

+0.09

Calmar ratio

Return relative to maximum drawdown

2.02

1.40

+0.62

Martin ratio

Return relative to average drawdown

9.07

6.61

+2.47

Explore VPCCX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Vanguard PRIMECAP Core Fund provided a 17.62% dividend yield over the last twelve months, with an annual payout of $6.39 per share. The fund has been increasing its distributions for 2 consecutive years.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%18.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.39$6.39$2.40$1.82$2.28$2.32$2.29$1.95$2.21$1.10$1.23$1.03

Dividend yield

17.62%17.25%7.17%5.73%8.40%6.89%7.89%6.99%9.45%4.10%5.52%4.96%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard PRIMECAP Core Fund. 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
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.39$6.39
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.40$2.40
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.82$1.82
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.28$2.28
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.32$2.32

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 PRIMECAP Core 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 PRIMECAP Core Fund was 47.53%, occurring on Mar 9, 2009. Recovery took 449 trading sessions.

The current Vanguard PRIMECAP Core Fund drawdown is 10.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.53%Oct 11, 2007354Mar 9, 2009449Dec 16, 2010803
-34.6%Feb 13, 202027Mar 23, 2020161Nov 9, 2020188
-22.75%Nov 9, 2021221Sep 26, 2022210Jul 28, 2023431
-20.17%Sep 24, 201864Dec 24, 2018145Jul 24, 2019209
-19.97%May 2, 2011108Oct 3, 2011120Mar 26, 2012228

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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