Vanguard U.S. Growth Fund Investor Shares (VWUSX)
Fund Info
US9219101055
921910105
Jan 6, 1959
North America (U.S.)
$3,000
Large-Cap
Growth
Expense Ratio
VWUSX has an expense ratio of 0.38%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Vanguard U.S. Growth Fund Investor Shares (VWUSX) returned 1.53% year-to-date (YTD) and 20.11% over the past 12 months. Over the past 10 years, VWUSX delivered an annualized return of 14.10%, outperforming the S&P 500 benchmark at 10.78%.
VWUSX
1.53%
16.24%
1.29%
20.11%
14.52%
14.10%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.05% | -4.39% | -9.74% | 2.85% | 9.93% | 1.53% | |||||||
| 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% | -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% | -0.51% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of VWUSX is 73, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Vanguard U.S. Growth Fund Investor Shares provided a 0.19% dividend yield over the last twelve months, with an annual payout of $0.14 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.14 | $0.14 | $0.16 | $0.14 | $0.00 | $0.02 | $0.15 | $0.13 | $0.15 | $0.12 | $0.15 | $0.19 |
Dividend yield | 0.19% | 0.20% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $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 |
| 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 | $0.19 | $0.19 |
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 71.26%, occurring on Mar 9, 2009. Recovery took 1518 trading sessions.
The current Vanguard U.S. Growth Fund Investor Shares drawdown is 4.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.26% | Sep 5, 2000 | 2132 | Mar 9, 2009 | 1518 | Mar 20, 2015 | 3650 |
| -50% | Oct 2, 1987 | 46 | Dec 4, 1987 | 680 | Jul 13, 1990 | 726 |
| -45.19% | Nov 17, 2021 | 229 | Oct 14, 2022 | 431 | Jul 5, 2024 | 660 |
| -31.14% | Feb 20, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -25.54% | Jul 7, 1986 | 52 | Sep 16, 1986 | 272 | Oct 1, 1987 | 324 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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