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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Vanguard U.S. Growth Fund Investor Shares, 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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Returns By Period
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has returned -15.06% so far this year and 9.15% over the past 12 months. Looking at the last ten years, VWUSX has achieved an annualized return of 16.90%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.
Vanguard U.S. Growth Fund Investor Shares
- 1D
- -0.27%
- 1M
- -8.83%
- YTD
- -15.06%
- 6M
- -15.49%
- 1Y
- 9.15%
- 3Y*
- 17.39%
- 5Y*
- 9.24%
- 10Y*
- 16.90%
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%
Monthly Returns
Based on dividend-adjusted daily data since Jan 30, 1970, VWUSX's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.
Historically, 58% of months were positive and 42% were negative. The best month was Sep 1987 with a return of +37.2%, while the worst month was Oct 1987 at -43.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 7 months.
On a daily basis, VWUSX closed higher 47% of trading days. The best single day was Sep 29, 1987 with a return of +40.0%, while the worst single day was May 29, 1970 at -29.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.55% | -4.39% | -8.83% | -15.06% | |||||||||
| 2025 | 4.05% | -4.39% | -9.74% | 2.85% | 9.76% | 6.93% | 3.14% | 0.45% | 3.27% | 3.36% | -2.41% | -1.36% | 15.39% |
| 2024 | 2.54% | 7.78% | 1.50% | -4.82% | 4.88% | 6.28% | -1.85% | 3.11% | 2.83% | -0.56% | 7.53% | -0.59% | 31.65% |
| 2023 | 11.40% | -2.39% | 6.49% | -0.29% | 6.46% | 6.67% | 4.13% | -2.27% | -5.75% | -3.25% | 13.32% | 5.27% | 45.17% |
| 2022 | -12.82% | -4.69% | 2.18% | -15.67% | -5.03% | -9.11% | 13.09% | -4.09% | -9.34% | 4.81% | 3.09% | -8.07% | -39.64% |
| 2021 | 0.23% | 1.47% | -2.98% | 6.96% | -2.71% | 8.44% | 1.51% | 3.01% | -5.72% | 7.27% | -2.03% | 17.68% | 35.76% |
Benchmark Metrics
Vanguard U.S. Growth Fund Investor Shares has an annualized alpha of 3.12%, beta of 0.97, and R² of 0.42 versus S&P 500 Index. Calculated based on daily prices since February 27, 1970.
- This fund captured 118.42% of S&P 500 Index gains and 114.48% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.42 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 3.12%
- Beta
- 0.97
- R²
- 0.42
- Upside Capture
- 118.42%
- Downside Capture
- 114.48%
Expense Ratio
VWUSX has an expense ratio of 0.38%, placing it in the medium range.
Return for Risk
Risk / Return Rank
VWUSX ranks 13 for risk / return — in the bottom 13% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and compare them to a chosen benchmark (S&P 500 Index).
| VWUSX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.90 | -0.52 |
Sortino ratioReturn per unit of downside risk | 0.71 | 1.39 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.40 | -1.10 |
Martin ratioReturn relative to average drawdown | 0.99 | 6.61 | -5.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore VWUSX 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 U.S. Growth Fund Investor Shares provided a 11.03% dividend yield over the last twelve months, with an annual payout of $7.06 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.06 | $7.06 | $3.28 | $0.16 | $0.14 | $19.53 | $2.56 | $5.01 | $3.24 | $1.69 | $0.44 | $2.67 |
Dividend yield | 11.03% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard U.S. Growth Fund Investor 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $7.06 | $7.06 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.28 | $3.28 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $19.53 | $19.53 |
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 Investor 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 Investor Shares was 73.31%, occurring on Mar 9, 2009. Recovery took 1999 trading sessions.
The current Vanguard U.S. Growth Fund Investor Shares drawdown is 19.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.31% | Sep 5, 2000 | 2138 | Mar 9, 2009 | 1999 | Feb 14, 2017 | 4137 |
| -64% | Jun 30, 1972 | 31 | Oct 1, 1974 | 299 | Nov 28, 1980 | 330 |
| -51.23% | Oct 2, 1987 | 45 | Dec 4, 1987 | 805 | Feb 11, 1991 | 850 |
| -42.18% | Dec 28, 2021 | 202 | Oct 14, 2022 | 415 | Jun 11, 2024 | 617 |
| -31.31% | May 29, 1970 | 2 | Jun 30, 1970 | 3 | Sep 24, 1970 | 5 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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