Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX)
Fund Info
| ISIN | US92206C6729 |
|---|---|
| CUSIP | 92206C672 |
| Issuer | Vanguard |
| Inception Date | Dec 6, 2010 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Min. Investment | $5,000,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
VRGWX has an expense ratio of 0.07%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard Russell 1000 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.
Returns By Period
Vanguard Russell 1000 Growth Index Fund Institutional Shares had a return of 32.07% year-to-date (YTD) and 39.71% in the last 12 months. Over the past 10 years, Vanguard Russell 1000 Growth Index Fund Institutional Shares had an annualized return of 16.72%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 32.07% | 25.48% |
| 1 month | 3.89% | 2.14% |
| 6 months | 16.16% | 12.76% |
| 1 year | 39.71% | 33.14% |
| 5 years (annualized) | 19.76% | 13.96% |
| 10 years (annualized) | 16.72% | 11.39% |
Monthly Returns
The table below presents the monthly returns of VRGWX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.49% | 6.82% | 1.76% | -4.25% | 5.98% | 6.73% | -1.71% | 2.08% | 2.83% | -0.34% | 32.07% | ||
| 2023 | 8.33% | -1.19% | 6.82% | 0.98% | 4.55% | 6.83% | 3.36% | -0.90% | -5.44% | -1.43% | 10.95% | 4.42% | 42.64% |
| 2022 | -8.58% | -4.25% | 3.90% | -12.08% | -2.33% | -7.93% | 11.99% | -4.66% | -9.73% | 5.84% | 4.56% | -7.66% | -29.18% |
| 2021 | -0.74% | -0.03% | 1.71% | 6.80% | -1.39% | 6.27% | 3.29% | 3.71% | -5.59% | 8.66% | 0.60% | 2.11% | 27.52% |
| 2020 | 2.22% | -6.82% | -9.83% | 14.79% | 6.71% | 4.34% | 7.69% | 10.31% | -4.71% | -3.40% | 10.24% | 4.59% | 38.38% |
| 2019 | 8.98% | 3.57% | 2.84% | 4.51% | -6.32% | 6.87% | 2.25% | -0.77% | 0.01% | 2.81% | 4.43% | 3.01% | 36.30% |
| 2018 | 7.07% | -2.63% | -2.75% | 0.34% | 4.37% | 0.96% | 2.93% | 5.46% | 0.55% | -8.94% | 1.06% | -8.60% | -1.59% |
| 2017 | 3.36% | 4.15% | 1.14% | 2.28% | 2.59% | -0.27% | 2.65% | 1.83% | 1.31% | 3.87% | 3.03% | 0.77% | 30.11% |
| 2016 | -5.59% | -0.05% | 6.74% | -0.91% | 1.94% | -0.39% | 4.71% | -0.49% | 0.36% | -2.36% | 2.17% | 1.24% | 7.03% |
| 2015 | -1.54% | 6.66% | -1.14% | 0.49% | 1.40% | -1.77% | 3.38% | -6.09% | -2.48% | 8.60% | 0.27% | -1.47% | 5.56% |
| 2014 | -2.86% | 5.14% | -1.01% | 0.00% | 3.11% | 1.94% | -1.53% | 4.58% | -1.46% | 2.63% | 3.16% | -1.04% | 12.98% |
| 2013 | 4.29% | 1.23% | 3.75% | 2.12% | 1.84% | -1.89% | 5.30% | -1.72% | 4.44% | 4.41% | 2.82% | 2.85% | 33.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VRGWX 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard Russell 1000 Growth Index Fund Institutional Shares provided a 0.59% dividend yield over the last twelve months, with an annual payout of $4.68 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.68 | $4.29 | $4.19 | $3.54 | $3.67 | $3.59 | $3.15 | $3.23 | $3.13 | $2.95 | $2.76 | $2.26 |
Dividend yield | 0.59% | 0.71% | 0.99% | 0.59% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% | 1.46% | 1.33% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $1.21 | $0.00 | $0.00 | $1.10 | $0.00 | $0.00 | $1.09 | $0.00 | $0.00 | $3.40 | |
| 2023 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.01 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.28 | $4.29 |
| 2022 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $1.17 | $0.00 | $0.00 | $1.13 | $4.19 |
| 2021 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.83 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.97 | $3.54 |
| 2020 | $0.00 | $0.00 | $0.95 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.65 | $0.00 | $0.00 | $1.21 | $3.67 |
| 2019 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.95 | $3.59 |
| 2018 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $1.36 | $0.00 | $0.00 | $0.17 | $3.15 |
| 2017 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.87 | $3.23 |
| 2016 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.88 | $0.00 | $0.00 | $0.87 | $3.13 |
| 2015 | $0.00 | $0.00 | $0.69 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.86 | $2.95 |
| 2014 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.71 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.83 | $2.76 |
| 2013 | $0.43 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.57 | $0.00 | $0.00 | $0.67 | $2.26 |
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.
Worst Drawdowns
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 current Vanguard Russell 1000 Growth Index Fund Institutional Shares drawdown is 0.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.7% | Dec 28, 2021 | 202 | Oct 14, 2022 | 301 | Dec 27, 2023 | 503 |
| -31.46% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -21.95% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -18.29% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -13.75% | Jul 21, 2015 | 143 | Feb 11, 2016 | 102 | Jul 8, 2016 | 245 |
Volatility
Volatility Chart
The current Vanguard Russell 1000 Growth Index Fund Institutional Shares volatility is 4.92%, 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.