Last Update: 31 Aug 2021

Category: Stocks
ETF: Vanguard Growth (VUG)

In the last 10 years, the Vanguard Growth (VUG) ETF obtained a 19.05% compound annual return, with a 14.58% standard deviation.

In the last 20 years, a 10.86% compound annual return, with a 15.40% standard deviation.

In 2020, the portfolio granted a 0.93% 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.

Capital Growth:

ETF Returns, up to December 2004, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.67%
0.00%
1 - 0
3M
+13.41%
0.00%
3 - 0
6M
+21.67%
-1.43%
May 2021 - May 2021
5 - 1
YTD
+21.45%
-1.43%
May 2021 - May 2021
6 - 2
1Y
+29.04%
14.52%
-7.59%
Sep 2020 - Oct 2020
8 - 4
3Y
+25.23%
annualized
19.59%
-16.39%
Feb 2020 - Mar 2020
26 - 10
5Y
+23.67%
annualized
15.99%
-16.39%
Feb 2020 - Mar 2020
46 - 14
10Y
+19.05%
annualized
14.58%
-16.39%
Feb 2020 - Mar 2020
82 - 38
MAX
01 Jan 1972
+11.07%
annualized
16.80%
-53.61%
Jan 1973 - Sep 1974
361 - 235

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

Vanguard Growth (VUG) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.43% +65.73%
Jul 1982 - Jun 1983
-47.63%
Oct 1973 - Sep 1974
21.37%
2 Years
+11.43% +41.49%
Apr 1997 - Mar 1999
-29.86%
Oct 1972 - Sep 1974
16.93%
3 Years
+11.31% +35.87%
Apr 1997 - Mar 2000
-21.03%
Apr 2000 - Mar 2003
16.22%
5 Years
+11.29% +33.65%
Jan 1995 - Dec 1999
-8.36%
Apr 2000 - Mar 2005
13.41%
7 Years
+11.35% +24.72%
Jul 1993 - Jun 2000
-4.05%
Mar 2002 - Feb 2009
9.16%
10 Years
+11.36% +22.34%
Apr 1990 - Mar 2000
-4.67%
Mar 1999 - Feb 2009
5.24%
15 Years
+11.27% +21.18%
Jan 1985 - Dec 1999
+2.90%
Sep 2000 - Aug 2015
0.00%
20 Years
+11.29% +19.69%
Apr 1980 - Mar 2000
+4.60%
Apr 2000 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Vanguard Growth (VUG) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the Vanguard Growth (VUG) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.36
58%
0.60
54%
0.90
62%
1.68
62%
1.29
64%
1.12
54%
0.92
56%
0.41
56%
-0.85
51%
1.30
65%
1.98
76%
1.25
69%
Best
Year
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
Year
-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

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in Vanguard Growth (VUG) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+21.45% -1.0 0.9 1.8 6.9 -1.4 6.0 3.2 3.7
2020
+40.22% 3.1 -6.5 -10.6 15.1 7.1 4.9 7.6 10.1 -4.7 -3.0 10.4 4.2
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.

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