Last Update: 31 Aug 2020
ETF: Vanguard Growth (VUG)
In the last 10 years, the Vanguard Growth (VUG) ETF obtained a 18.49% compound annual return, with a 14.49% standard deviation.
In 2019, the portfolio granted a 1.30% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Growth (VUG): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Growth
- Region: North America
- Country: U.S.
The Vanguard Growth (VUG) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Edge Select Aggressive | Merrill Lynch | 29.0% |
| Edge Select Moderately Aggressive | Merrill Lynch | 25.0% |
| Edge Select Moderate | Merrill Lynch | 19.0% |
| Edge Select Moderately Conservative | Merrill Lynch | 14.0% |
| Edge Select Conservative | Merrill Lynch | 5.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the Vanguard Growth (VUG): Dividend Yield page.
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
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| Period | Returns Aug 2020 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+10.09%
|
0.00%
|
1 - 0 | |
|
3M
|
+24.22%
|
0.00%
|
3 - 0 | |
|
6M
|
+36.81%
|
-10.61%
Mar 2020 - Mar 2020
|
5 - 1 | |
|
YTD
|
+31.97%
|
-16.39%
Feb 2020 - Mar 2020
|
6 - 2 | |
|
1Y
|
+45.41%
|
22.78%
|
-16.39%
Feb 2020 - Mar 2020
|
10 - 2 |
|
3Y
|
+23.38%
annualized
|
18.50%
|
-16.39%
Feb 2020 - Mar 2020
|
28 - 8 |
|
5Y
|
+19.68%
annualized
|
15.99%
|
-16.39%
Feb 2020 - Mar 2020
|
43 - 17 |
|
10Y
|
+18.49%
annualized
|
14.49%
|
-16.39%
Feb 2020 - Mar 2020
|
82 - 38 |
|
MAX
01 Jan 1972
|
+10.73%
annualized
|
16.83%
|
-53.61%
Jan 1973 - Sep 1974
|
353 - 231 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns
Vanguard Growth (VUG) ETF: annualized rolling and average returns
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| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+11.83% |
+65.73% Jul 1982 - Jun 1983 |
-47.63% Oct 1973 - Sep 1974 |
21.82% |
| 2 Years |
+11.01% |
+41.49% Apr 1997 - Mar 1999 |
-29.86% Oct 1972 - Sep 1974 |
17.29% |
| 3 Years |
+11.06% |
+35.87% Apr 1997 - Mar 2000 |
-21.03% Apr 2000 - Mar 2003 |
16.58% |
| 5 Years |
+11.06% |
+33.65% Jan 1995 - Dec 1999 |
-8.36% Apr 2000 - Mar 2005 |
13.71% |
| 7 Years |
+11.21% |
+24.72% Jul 1993 - Jun 2000 |
-4.05% Mar 2002 - Feb 2009 |
9.38% |
| 10 Years |
+11.22% |
+22.34% Apr 1990 - Mar 2000 |
-4.67% Mar 1999 - Feb 2009 |
5.38% |
| 15 Years |
+11.24% |
+21.18% Jan 1985 - Dec 1999 |
+2.90% Sep 2000 - Aug 2015 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Seasonality and Yearly/Monthly Returns
Vanguard Growth (VUG) ETF Seasonality
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| Months | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average | 1.4 | 0.6 | 0.9 | 1.6 | 1.3 | 1.0 | 0.9 | 0.3 | -0.8 | 1.4 | 1.8 | 1.2 |
| Best |
14.6 1987 |
9.9 1975 |
9.2 2000 |
15.1 2020 |
11.1 1990 |
8.2 2000 |
10.6 1989 |
11.7 1982 |
10.8 2010 |
22.3 1974 |
11.5 1980 |
14.3 1991 |
| Worst |
-8.0 2008 |
-11.8 2001 |
-10.6 2020 |
-7.2 2002 |
-8.3 2010 |
-8.0 2002 |
-11.5 1974 |
-13.0 1998 |
-15.4 1974 |
-22.9 1987 |
-11.3 1973 |
-8.4 2018 |
| Gain Frequency |
59 | 53 | 61 | 61 | 65 | 53 | 55 | 55 | 52 | 67 | 75 | 69 |
Detail of Monthly Returns
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| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2020 |
+31.97% | 3.1 | -6.5 | -10.6 | 15.1 | 7.1 | 4.9 | 7.6 | 10.1 | ||||
| 2019 |
+37.03% | 9.2 | 3.7 | 3.1 | 4.7 | -6.3 | 6.8 | 2.3 | -0.6 | 0.3 | 2.6 | 4.0 | 3.0 |
| 2018 |
-3.31% | 6.8 | -2.9 | -2.5 | 0.3 | 4.4 | 1.2 | 2.5 | 4.7 | 0.5 | -9.1 | 0.6 | -8.4 |
| 2017 |
+27.72% | 3.5 | 4.4 | 1.3 | 2.3 | 2.8 | -0.4 | 2.5 | 1.2 | 1.0 | 2.9 | 2.4 | 0.9 |
| 2016 |
+6.28% | -6.0 | -0.4 | 7.2 | -0.8 | 2.5 | -0.7 | 4.8 | -0.3 | 0.6 | -2.6 | 1.2 | 1.2 |
| 2015 |
+3.25% | -1.5 | 6.3 | -3.9 | 2.8 | 1.5 | -1.7 | 3.3 | -6.3 | -2.9 | 9.0 | 0.2 | -2.4 |
| 2014 |
+13.61% | -3.1 | 5.6 | -1.6 | 0.0 | 3.6 | 2.4 | -1.6 | 4.6 | -1.8 | 3.0 | 3.1 | -1.0 |
| 2013 |
+32.48% | 4.4 | 0.8 | 3.8 | 1.6 | 1.7 | -2.1 | 5.6 | -1.9 | 4.8 | 4.3 | 2.4 | 3.4 |
| 2012 |
+17.02% | 6.3 | 4.8 | 3.5 | -0.3 | -6.3 | 2.9 | 1.2 | 3.4 | 2.1 | -3.1 | 2.0 | 0.1 |
| 2011 |
+1.82% | 1.9 | 2.8 | 0.3 | 3.1 | -0.7 | -1.4 | -0.7 | -5.7 | -7.4 | 11.6 | -0.2 | -0.5 |
| 2010 |
+17.21% | -4.6 | 3.9 | 5.9 | 1.5 | -8.3 | -5.7 | 7.5 | -4.7 | 10.8 | 5.2 | 1.0 | 5.5 |
| 2009 |
+36.13% | -4.9 | -7.5 | 7.9 | 10.0 | 4.6 | 1.2 | 7.1 | 2.0 | 4.3 | -1.3 | 6.0 | 3.3 |
| 2008 |
-38.02% | -8.0 | -1.2 | -1.0 | 6.0 | 3.5 | -6.7 | -1.6 | 1.2 | -11.2 | -17.8 | -8.7 | 1.3 |
| 2007 |
+12.52% | 2.6 | -1.9 | 0.5 | 4.4 | 3.5 | -1.0 | -2.2 | 1.9 | 4.5 | 3.0 | -3.2 | 0.1 |
| 2006 |
+9.19% | 2.2 | -0.3 | 1.5 | 0.0 | -3.4 | -0.4 | -2.2 | 3.1 | 2.9 | 3.3 | 2.4 | 0.0 |
| 2005 |
+5.02% | -3.1 | 1.4 | -1.9 | -2.5 | 5.4 | -0.3 | 4.4 | -1.4 | 0.5 | -0.8 | 4.2 | -0.5 |
| 2004 |
+7.20% | 2.3 | 0.9 | -1.6 | -1.5 | 1.9 | 1.1 | -5.5 | -0.7 | 1.3 | 1.6 | 3.9 | 3.7 |
| 2003 |
+25.92% | -2.6 | -0.3 | 2.0 | 6.8 | 3.3 | 1.2 | 2.6 | 2.3 | -1.7 | 6.2 | 0.9 | 3.0 |
| 2002 |
-23.68% | -0.2 | -3.0 | 2.3 | -7.2 | -2.0 | -8.0 | -4.7 | 0.6 | -10.4 | 9.2 | 4.9 | -6.5 |
| 2001 |
-12.93% | 2.9 | -11.8 | -9.1 | 8.9 | 0.2 | -1.4 | -0.3 | -6.7 | -6.7 | 3.6 | 8.9 | 0.2 |
| 2000 |
-22.21% | -6.7 | 2.1 | 9.2 | -5.0 | -4.1 | 8.2 | -4.4 | 5.8 | -9.8 | -2.6 | -10.7 | -4.5 |
| 1999 |
+28.76% | 6.2 | -3.9 | 4.8 | -0.2 | -3.0 | 7.3 | -3.2 | 1.3 | -1.7 | 6.9 | 4.3 | 7.8 |
| 1998 |
+42.21% | 3.4 | 6.9 | 5.1 | 0.8 | -2.0 | 7.1 | 0.0 | -13.0 | 6.7 | 8.4 | 6.8 | 7.7 |
| 1997 |
+36.34% | 7.9 | 0.8 | -4.8 | 8.1 | 5.9 | 5.1 | 7.9 | -6.6 | 5.1 | -3.0 | 5.4 | 1.2 |
| 1996 |
+23.74% | 3.8 | 0.9 | -0.4 | 1.9 | 3.6 | 1.3 | -4.6 | 1.4 | 6.9 | 2.2 | 7.5 | -2.3 |
| 1995 |
+38.06% | 2.5 | 3.8 | 3.1 | 2.7 | 3.6 | 3.8 | 3.2 | -0.3 | 4.9 | 0.8 | 3.6 | 1.2 |
| 1994 |
+2.89% | 2.1 | -1.7 | -4.7 | 0.5 | 1.5 | -2.1 | 3.2 | 5.3 | -1.4 | 2.3 | -3.3 | 1.7 |
| 1993 |
+1.53% | -1.2 | -0.8 | 1.4 | -4.6 | 3.6 | -0.9 | -2.1 | 3.6 | -1.5 | 3.7 | 0.0 | 0.7 |
| 1992 |
+6.61% | -2.0 | 0.6 | -2.6 | 0.5 | 0.9 | -2.6 | 4.3 | -1.3 | 1.6 | 2.2 | 4.4 | 0.6 |
| 1991 |
+44.61% | 5.4 | 8.0 | 4.5 | 0.0 | 4.3 | -4.6 | 6.0 | 3.7 | -2.0 | 1.4 | -2.1 | 14.3 |
| 1990 |
+1.54% | -7.4 | 0.2 | 4.1 | -0.9 | 11.1 | 1.4 | -1.2 | -9.6 | -5.7 | 0.2 | 7.5 | 3.9 |
| 1989 |
+35.83% | 6.6 | -2.0 | 2.7 | 5.8 | 5.1 | -1.2 | 10.6 | 1.4 | 0.3 | -1.7 | 2.3 | 1.8 |
| 1988 |
+13.21% | 2.5 | 5.7 | -3.1 | -0.6 | -0.1 | 5.0 | -1.6 | -3.0 | 5.1 | 2.2 | -1.9 | 2.7 |
| 1987 |
+6.44% | 14.6 | 7.3 | 1.7 | -1.8 | 1.0 | 5.1 | 4.8 | 4.8 | -2.8 | -22.9 | -8.6 | 8.7 |
| 1986 |
+16.96% | 1.0 | 8.7 | 6.3 | -0.1 | 5.7 | 2.1 | -6.9 | 5.2 | -9.8 | 5.7 | 2.0 | -2.4 |
| 1985 |
+33.57% | 9.7 | 1.3 | -1.0 | -1.8 | 6.4 | 1.7 | 0.4 | -1.2 | -3.6 | 4.3 | 8.9 | 5.3 |
| 1984 |
+1.56% | -4.0 | -4.9 | 1.9 | 0.6 | -4.6 | 4.3 | -1.3 | 11.2 | -2.1 | 1.0 | -2.1 | 2.6 |
| 1983 |
+16.92% | 2.9 | 3.3 | 2.7 | 5.8 | 0.6 | 5.7 | -5.1 | -1.1 | 2.7 | -3.3 | 2.7 | -0.6 |
| 1982 |
+20.33% | -2.4 | -6.8 | -1.8 | 5.5 | -3.2 | -2.3 | -1.7 | 11.7 | 2.1 | 12.1 | 6.0 | 1.3 |
| 1981 |
-6.20% | -5.6 | 3.0 | 4.5 | -2.1 | 0.5 | -2.7 | 1.1 | -6.8 | -6.3 | 8.0 | 4.1 | -2.9 |
| 1980 |
+35.59% | 5.4 | -2.9 | -9.5 | 3.7 | 6.0 | 3.2 | 9.3 | 2.2 | 4.3 | 1.7 | 11.5 | -2.2 |
| 1979 |
+17.44% | 3.6 | -3.5 | 5.9 | 0.2 | -1.6 | 3.5 | 0.7 | 6.7 | -0.9 | -6.8 | 6.5 | 2.9 |
| 1978 |
+7.11% | -6.5 | -2.3 | 2.6 | 10.7 | 2.1 | -1.5 | 6.7 | 3.7 | -2.5 | -10.0 | 2.9 | 2.7 |
| 1977 |
-8.66% | -6.5 | -1.7 | -1.5 | -1.1 | -1.9 | 5.6 | -1.4 | 0.5 | -0.5 | -4.2 | 4.1 | 0.2 |
| 1976 |
+14.85% | 11.5 | -2.2 | 2.8 | -2.3 | -1.3 | 5.3 | -1.1 | -0.2 | 1.8 | -2.7 | -1.0 | 4.2 |
| 1975 |
+33.10% | 11.3 | 9.9 | 3.5 | 4.7 | 5.0 | 3.8 | -8.5 | -2.9 | -4.4 | 7.4 | 3.5 | -2.4 |
| 1974 |
-32.34% | -1.6 | -1.6 | -1.7 | -3.5 | -1.1 | -1.8 | -11.5 | -9.8 | -15.4 | 22.3 | -4.3 | -4.1 |
| 1973 |
-23.09% | -2.0 | -2.7 | -1.4 | -6.4 | -0.6 | -1.0 | 5.7 | -3.7 | 0.5 | -0.1 | -11.3 | -2.1 |
| 1972 |
+22.97% | 3.3 | 4.6 | 1.6 | 0.8 | 3.4 | -0.5 | 1.1 | 0.7 | 0.0 | 0.8 | 2.3 | 2.8 |
ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.