Vanguard U.S. Growth Fund Investor Shares (VWUSX)
Fund Info
| ISIN | US9219101055 |
|---|---|
| CUSIP | 921910105 |
| Issuer | Vanguard |
| Inception Date | Jan 6, 1959 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Min. Investment | $3,000 |
| Home Page | advisors.vanguard.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
VWUSX features an expense ratio of 0.38%, falling within the medium range.
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 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.
Returns By Period
Vanguard U.S. Growth Fund Investor Shares had a return of 31.94% year-to-date (YTD) and 45.10% in the last 12 months. Over the past 10 years, Vanguard U.S. Growth Fund Investor Shares had an annualized return of 14.88%, outperforming the S&P 500 benchmark which had an annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.94% | 25.45% |
| 1 month | 4.77% | 2.91% |
| 6 months | 18.57% | 14.05% |
| 1 year | 45.10% | 35.64% |
| 5 years (annualized) | 16.99% | 14.13% |
| 10 years (annualized) | 14.88% | 11.39% |
Monthly Returns
The table below presents the monthly returns of VWUSX, 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 | 2.54% | 7.78% | 1.50% | -4.82% | 4.88% | 6.28% | -1.85% | 3.11% | 2.83% | -0.56% | 31.94% | ||
| 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% | -2.34% | 12.66% |
| 2020 | 4.42% | -5.79% | -10.56% | 17.09% | 8.96% | 6.36% | 8.78% | 11.26% | -4.39% | -3.58% | 13.42% | 5.00% | 58.63% |
| 2019 | 9.48% | 4.41% | 1.67% | 4.85% | -6.07% | 7.35% | 1.26% | -1.68% | -1.22% | 2.54% | 5.13% | 2.52% | 33.54% |
| 2018 | 8.38% | -1.84% | -1.93% | 0.29% | 4.48% | 1.25% | 2.18% | 4.87% | 0.21% | -9.26% | 2.67% | -9.08% | 0.65% |
| 2017 | 3.67% | 3.61% | 1.41% | 3.03% | 2.97% | 0.33% | 3.49% | 1.92% | 1.49% | 3.04% | 2.36% | 0.56% | 31.63% |
| 2016 | -6.71% | -1.37% | 4.89% | -0.70% | 3.05% | -2.04% | 6.14% | -0.88% | 0.86% | -2.84% | -0.50% | 0.03% | -0.75% |
| 2015 | -1.37% | 6.92% | -0.92% | -0.03% | 2.11% | -0.63% | 4.04% | -6.34% | -3.04% | 7.91% | 0.68% | -0.30% | 8.46% |
| 2014 | -2.82% | 6.74% | -2.96% | -0.97% | 3.36% | 2.54% | -1.68% | 4.13% | -1.51% | 3.60% | 3.32% | -0.66% | 13.26% |
| 2013 | 5.41% | 0.62% | 3.37% | 0.47% | 2.18% | -1.46% | 5.81% | -1.12% | 5.19% | 3.47% | 3.72% | 3.43% | 35.49% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VWUSX is 60, 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 U.S. Growth Fund Investor Shares (VWUSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Vanguard U.S. Growth Fund Investor Shares provided a 0.21% dividend yield over the last twelve months, with an annual payout of $0.16 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 | $0.16 | $0.16 | $0.14 | $0.00 | $0.02 | $0.15 | $0.13 | $0.15 | $0.12 | $0.15 | $0.19 | $0.11 |
Dividend yield | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2013 | $0.11 | $0.11 |
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 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 71.26%, occurring on Mar 9, 2009. Recovery took 1517 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.26% | Sep 5, 2000 | 2138 | Mar 9, 2009 | 1517 | Mar 20, 2015 | 3655 |
| -50% | Oct 2, 1987 | 45 | Dec 4, 1987 | 659 | Jul 13, 1990 | 704 |
| -45.19% | Nov 17, 2021 | 229 | Oct 14, 2022 | 429 | Jul 5, 2024 | 658 |
| -31.14% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -25.54% | Jul 7, 1986 | 51 | Sep 16, 1986 | 264 | Oct 1, 1987 | 315 |
Volatility
Volatility Chart
The current Vanguard U.S. Growth Fund Investor Shares volatility is 5.24%, 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.