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ISIN
US9219106005
CUSIP
921910600
Issuer
Vanguard
Inception Date
Aug 13, 2001
Region
North America (U.S.)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$48B

Share Price Chart


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Performance

VWUAX Performance Chart

Vanguard U.S. Growth Fund Admiral Shares (VWUAX) is up 1.5% since the beginning of the year. VWUAX is currently trading at $198 per share. Investors who bought $1,000 worth of VWUAX shares 5 years ago would now be looking at an investment worth $1,293.


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S&P 500 Index

Returns By Period

Vanguard U.S. Growth Fund Admiral Shares (VWUAX) has returned 1.49% so far this year and 13.98% over the past 12 months. Looking at the last ten years, VWUAX has achieved an annualized return of 16.10%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


Vanguard U.S. Growth Fund Admiral Shares

1D
1.64%
1M
-0.14%
YTD
1.49%
6M
0.67%
1Y
13.98%
3Y*
19.91%
5Y*
5.28%
10Y*
16.10%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VWUAX Monthly Returns History

Based on dividend-adjusted daily data since Aug 13, 2001, VWUAX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, an investment would double in approximately 6.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2020 with a return of +17.1%, while the worst month was Apr 2022 at -15.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VWUAX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -12.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-2.54%-4.37%-5.36%11.51%6.25%-2.88%1.49%
20254.06%-4.38%-9.73%2.85%9.78%6.95%3.14%0.46%3.27%3.36%-2.39%-1.36%15.49%
20242.56%7.79%1.51%-4.82%4.89%6.28%-1.83%3.11%2.85%-0.56%7.54%-0.59%31.79%
202311.42%-2.38%6.49%-0.27%6.49%6.67%4.15%-2.27%-5.73%-3.24%13.32%5.27%45.32%
2022-12.82%-4.68%2.20%-15.66%-5.02%-9.11%13.10%-4.09%-9.33%4.82%3.10%-8.07%-39.58%
20210.24%1.48%-2.97%6.97%-2.71%8.45%1.52%3.02%-5.71%7.28%-2.03%-11.29%2.43%

Benchmark Metrics

Vanguard U.S. Growth Fund Admiral Shares has an annualized alpha of 1.12%, beta of 1.08, and R2 of 0.86 versus S&P 500 Index. Calculated based on daily prices since August 13, 2001.

  • This fund captured 114.89% of S&P 500 Index gains and 107.98% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.08 and R2 of 0.86, 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
1.12%
Beta
1.08
0.86
Upside Capture
114.89%
Downside Capture
107.98%

Expense Ratio

VWUAX has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

VWUAX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


VWUAX Risk / Return Rank: 99
Overall Rank
VWUAX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VWUAX Sortino Ratio Rank: 1010
Sortino Ratio Rank
VWUAX Omega Ratio Rank: 1010
Omega Ratio Rank
VWUAX Calmar Ratio Rank: 88
Calmar Ratio Rank
VWUAX Martin Ratio Rank: 88
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 U.S. Growth Fund Admiral Shares (VWUAX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VWUAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.26

Sortino ratioReturn per unit of downside risk

-1.62

Omega ratioGain probability vs. loss probability

1.14

1.37

-0.22

Calmar ratioReturn relative to maximum drawdown

0.70

2.78

-2.08

Martin ratioReturn relative to average drawdown

2.06

12.44

-10.38

Dividends

Dividend History

Vanguard U.S. Growth Fund Admiral Shares provided a 9.36% dividend yield over the last twelve months, with an annual payout of $18.53 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$5.00$10.00$15.00$20.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$18.53$18.53$8.70$0.54$0.49$6.07$6.81$14.80$8.51$4.38$1.26$7.01

Dividend yield

9.36%9.50%4.70%0.37%0.49%3.60%4.00%13.28%9.80%4.63%1.67%9.10%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard U.S. Growth Fund Admiral Shares. 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$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$18.53$18.53
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$8.70$8.70
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54$0.54
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49$0.49
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.07$6.07

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 U.S. Growth Fund Admiral 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 U.S. Growth Fund Admiral Shares was 50.37%, occurring on Mar 9, 2009. Recovery took 738 trading sessions.

The current Vanguard U.S. Growth Fund Admiral Shares drawdown is 3.91%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-50.37%Mar 2009
1y 4mo2y 11mo
4y 3moOct 2007 - Feb 2012
Bear market2022
-50.17%Oct 2022
11mo 1d2y 1mo
3y 18dNov 2021 - Dec 2024
Dot-com crash2000–2002
-43.32%Oct 2002
10mo 7d4y 4mo
5y 2moDec 2001 - Feb 2007
COVID crash2020
-31.14%Mar 2020
1mo 2d2mo 10d
3mo 12dFeb 2020 - Jun 2020
2025 selloff2025
-25.01%Apr 2025
1mo 19d2mo 19d
4mo 8dFeb 2025 - Jun 2025

Drawdown Indicators


VWUAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-50.37%

-56.78%

+6.41%

Max Drawdown (1Y)

Largest decline over 1 year

-19.12%

-9.10%

-10.02%

Max Drawdown (3Y)

Largest decline over 3 years

-25.01%

-18.90%

-6.11%

Max Drawdown (5Y)

Largest decline over 5 years

-50.17%

-25.43%

-24.74%

Max Drawdown (10Y)

Largest decline over 10 years

-50.17%

-33.92%

-16.25%

Current Drawdown

Current decline from peak

-3.91%

-1.80%

-2.11%

Average Drawdown

Average peak-to-trough decline

-12.81%

-10.71%

-2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.50%

2.03%

+4.47%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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