Vanguard U.S. Growth Fund Investor Shares (VWUSX)

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Vanguard U.S. Growth Fund Investor Shares (VWUSX) is up 5.6% since the beginning of the year. VWUSX is currently trading at $80 per share. Investors who bought $1,000 worth of VWUSX shares 5 years ago would now be looking at an investment worth $1,855.

Vanguard U.S. Growth Fund Investor Shares (VWUSX) has returned 5.58% so far this year and 19.20% over the past 12 months. Looking at the last ten years, VWUSX has achieved an annualized return of 19.27%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Jan 30, 1970, VWUSX's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 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%.

Vanguard U.S. Growth Fund Investor Shares has an annualized alpha of 3.20%, 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 118.49% of S&P 500 Index gains and 114.45% 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.

VWUSX has an expense ratio of 0.38%, placing it in the medium range.

VWUSX ranks 15 for risk / return — in the bottom 15% 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.

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

Vanguard U.S. Growth Fund Investor Shares provided a 8.87% 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.

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.

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 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 chart below shows the rolling one-month volatility.