Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX)

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Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) is up 15.1% since the beginning of the year. VSPGX is currently trading at $1,162 per share. Investors who bought $1,000 worth of VSPGX shares 5 years ago would now be looking at an investment worth $2,138.

Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has returned 15.06% so far this year and 36.40% over the past 12 months.

Based on dividend-adjusted daily data since Feb 1, 2017, VSPGX's average daily return is +0.08%, while the average monthly return is +1.56%. At this rate, an investment would double in approximately 3.7 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2026 with a return of +14.8%, while the worst month was Apr 2022 at -12.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, VSPGX closed higher 57% of trading days. The best single day was Apr 9, 2025 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -12.3%.

Vanguard S&P 500 Growth Index Fund Institutional Shares has an annualized alpha of 3.67%, beta of 1.12, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since February 02, 2017.

• This fund captured 119.05% of S&P 500 Index gains but only 98.29% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.67% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.12 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.

VSPGX has an expense ratio of 0.08%, which is considered low.

VSPGX ranks 56 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

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

Vanguard S&P 500 Growth Index Fund Institutional Shares provided a 0.45% dividend yield over the last twelve months, with an annual payout of $5.21 per share.

The table displays the monthly dividend distributions for Vanguard S&P 500 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 S&P 500 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 S&P 500 Growth Index Fund Institutional Shares was 32.73%, occurring on Oct 14, 2022. Recovery took 345 trading sessions.

The chart below shows the rolling one-month volatility.