Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX)

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Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) is up 9.0% since the beginning of the year. VRGWX is currently trading at $1,019 per share. Investors who bought $1,000 worth of VRGWX shares 5 years ago would now be looking at an investment worth $2,168.

Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has returned 8.99% so far this year and 28.74% over the past 12 months. Looking at the last ten years, VRGWX has achieved an annualized return of 19.27%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Sep 22, 2010, VRGWX's average daily return is +0.07%, while the average monthly return is +1.44%. At this rate, an investment would double in approximately 4.0 years.

Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +14.8%, while the worst month was Apr 2022 at -12.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VRGWX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +11.8%, while the worst single day was Mar 16, 2020 at -12.3%.

Vanguard Russell 1000 Growth Index Fund Institutional Shares has an annualized alpha of 3.21%, beta of 1.09, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since September 23, 2010.

• This fund captured 117.37% of S&P 500 Index gains but only 98.16% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.21% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.09 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.

VRGWX has an expense ratio of 0.07%, which is considered low.

VRGWX ranks 34 for risk / return — below 34% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and compare them to S&P 500 Index.

Vanguard Russell 1000 Growth Index Fund Institutional Shares provided a 0.43% dividend yield over the last twelve months, with an annual payout of $4.36 per share.

The table displays the monthly dividend distributions for Vanguard Russell 1000 Growth Index Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Vanguard Russell 1000 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 Russell 1000 Growth Index Fund Institutional Shares was 32.70%, occurring on Oct 14, 2022. Recovery took 301 trading sessions.

The chart below shows the rolling one-month volatility.