Data Source: from January 1972 to August 2022
Consolidated Returns as of 31 Aug 2022
Live Update: Sep 23 2022
Category: Stocks
ETF: Vanguard Growth (VUG)
ETF • LIVE PERFORMANCE (USD currency)
1.62%
1 Day
Sep 23 2022
7.74%
Current Month
September 2022

In the last 30 Years, the Vanguard Growth (VUG) ETF obtained a 10.36% compound annual return, with a 16.20% standard deviation.

In 2021, the ETF granted a 0.61% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Growth (VUG) ETF: 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 part of the following Lazy Portfolios:

Portfolio Name Author VUG 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%

Historical Returns as of Aug 31, 2022

Historical returns and stats of Vanguard Growth (VUG) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

VANGUARD GROWTH (VUG) ETF
Consolidated returns as of 31 Aug 2022
Data Source: from January 1972 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-5.00
-4.97
-5.00
Aug 2022 - Aug 2022
0 - 1
3M
-1.69
-2.98
-8.46
Jun 2022 - Jun 2022
1 - 2
6M
-13.49
-17.12
-22.39
Apr 2022 - Jun 2022
2 - 4
YTD
-25.22
-29.61
-30.37
Jan 2022 - Jun 2022
2 - 6
1Y
-21.60
-27.58
25.04
-30.37
Jan 2022 - Jun 2022
5 - 7
42% pos
3Y(*)
13.73
8.42
22.59
-30.37
Jan 2022 - Jun 2022
23 - 13
64% pos
5Y(*)
13.70
9.51
20.00
-30.37
Jan 2022 - Jun 2022
41 - 19
68% pos
10Y(*)
14.18
11.35
16.05
-30.37
Jan 2022 - Jun 2022
80 - 40
67% pos
15Y(*)
10.68
8.10
17.31
-47.18
Nov 2007 - Feb 2009
115 - 65
64% pos
20Y(*)
10.49
7.79
16.01
-47.18
Nov 2007 - Feb 2009
152 - 88
63% pos
25Y(*)
8.61
5.99
16.96
-53.58
Apr 2000 - Sep 2002
184 - 116
61% pos
30Y(*)
10.36
7.66
16.20
-53.58
Apr 2000 - Sep 2002
227 - 133
63% pos
MAX(*)
01 Jan 1972
10.31
6.09
17.05
-53.60
Jan 1973 - Sep 1974
366 - 242
60% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82% , 10Y: 2.54% , 30Y: 2.51%

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

Correlations as of Aug 31, 2022

Monthly correlations of Vanguard Growth (VUG) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

VANGUARD GROWTH (VUG) ETF
Monthly correlations as of 31 Aug 2022
Swipe left to see all data
Correlation vs VUG
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.97
0.96
0.95
0.96
0.96
US Large Cap
SPY
0.97
0.96
0.96
0.96
0.96
US Small Cap
IJR
0.88
0.80
0.77
0.77
0.77
US REITs
VNQ
0.85
0.75
0.64
0.51
0.52
US Technology
QQQ
1.00
0.99
0.98
0.89
0.89
Preferred Stocks
PFF
0.87
0.79
0.73
0.40
0.40
EAFE Stocks
EFA
0.82
0.81
0.80
0.74
0.73
World All Countries
VT
0.94
0.92
0.92
0.89
0.89
Emerging Markets
EEM
0.52
0.65
0.62
0.66
0.65
Europe
VGK
0.78
0.80
0.78
0.77
0.76
Pacific
VPL
0.77
0.79
0.74
0.62
0.61
Latin America
FLLA
0.37
0.44
0.44
0.59
0.59
US Total Bond Market
BND
0.72
0.47
0.36
0.12
0.12
Long Term Treasuries
TLT
0.69
0.10
0.03
-0.14
-0.13
US Cash
BIL
-0.08
-0.18
-0.12
-0.03
-0.03
TIPS
TIP
0.77
0.60
0.45
0.18
0.18
Investment Grade Bonds
LQD
0.81
0.65
0.54
0.28
0.28
High Yield Bonds
HYG
0.76
0.78
0.74
0.62
0.62
International Bond Market
BNDX
0.71
0.45
0.36
0.10
0.10
Emerging Market Bonds
EMB
0.84
0.70
0.62
0.51
0.51
Gold
GLD
0.19
0.18
0.09
0.04
0.04
Commodities
DBC
-0.06
0.36
0.32
0.28
0.27

Capital Growth as of Aug 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since September 1992, now would be worth 19248.93$, with a total return of 1824.89% (10.36% annualized).

The Inflation Adjusted Capital now would be 9157.46$, with a net total return of 815.75% (7.66% annualized).
An investment of 1000$, since January 1972, now would be worth 144187.91$, with a total return of 14318.79% (10.31% annualized).

The Inflation Adjusted Capital now would be 20009.13$, with a net total return of 1900.91% (6.09% annualized).

Drawdowns

Worst drawdowns since September 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-53.58% Apr 2000 Sep 2002 30 Mar 2012 114 144
-30.37% Jan 2022 Jun 2022 6 in progress 2 8
-16.39% Feb 2020 Mar 2020 2 May 2020 2 4
-16.23% Oct 2018 Dec 2018 3 Apr 2019 4 7
-13.04% Aug 1998 Aug 1998 1 Oct 1998 2 3
-9.25% Aug 2015 Feb 2016 7 Jul 2016 5 12
-7.58% Sep 2020 Oct 2020 2 Nov 2020 1 3
-6.67% Jan 2000 Jan 2000 1 Mar 2000 2 3
-6.64% Aug 1997 Aug 1997 1 Nov 1997 3 4
-6.57% Apr 2012 May 2012 2 Aug 2012 3 5
-6.46% Feb 1994 Jun 1994 5 Aug 1994 2 7
-6.34% May 2019 May 2019 1 Jun 2019 1 2
-5.33% Feb 2018 Mar 2018 2 Jun 2018 3 5
-5.32% Sep 2021 Sep 2021 1 Oct 2021 1 2
-5.18% Jan 1993 Apr 1993 4 Oct 1993 6 10
-4.80% Mar 1997 Mar 1997 1 Apr 1997 1 2
-4.55% Jul 1996 Jul 1996 1 Sep 1996 2 3
-3.93% Feb 1999 Feb 1999 1 Mar 1999 1 2
-3.92% Mar 2015 Mar 2015 1 May 2015 2 3
-3.52% Jul 1999 Sep 1999 3 Oct 1999 1 4

Worst drawdowns since January 1972.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-53.60% Jan 1973 Sep 1974 21 Jul 1980 70 91
-53.58% Apr 2000 Sep 2002 30 Mar 2012 114 144
-31.48% Sep 1987 Nov 1987 3 May 1989 18 21
-30.37% Jan 2022 Jun 2022 6 in progress 2 8
-19.54% Dec 1980 Jul 1982 20 Oct 1982 3 23
-16.39% Feb 2020 Mar 2020 2 May 2020 2 4
-16.23% Oct 2018 Dec 2018 3 Apr 2019 4 7
-15.81% Jul 1990 Sep 1990 3 Feb 1991 5 8
-15.00% Jul 1983 May 1984 11 Jan 1985 8 19
-13.04% Aug 1998 Aug 1998 1 Oct 1998 2 3
-11.66% Jul 1986 Sep 1986 3 Jan 1987 4 7
-9.25% Aug 2015 Feb 2016 7 Jul 2016 5 12
-7.58% Sep 2020 Oct 2020 2 Nov 2020 1 3
-7.43% Jan 1990 Jan 1990 1 May 1990 4 5
-6.67% Jan 2000 Jan 2000 1 Mar 2000 2 3
-6.64% Aug 1997 Aug 1997 1 Nov 1997 3 4
-6.57% Apr 2012 May 2012 2 Aug 2012 3 5
-6.46% Feb 1994 Jun 1994 5 Aug 1994 2 7
-6.34% May 2019 May 2019 1 Jun 2019 1 2
-5.33% Feb 2018 Mar 2018 2 Jun 2018 3 5

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
12.34 65.73
Jul 1982 - Jun 1983
-47.63
Oct 1973 - Sep 1974
21.78%
2 Years
11.66 41.49
Apr 1997 - Mar 1999
-29.86
Oct 1972 - Sep 1974
16.58%
3 Years
11.54 35.87
Apr 1997 - Mar 2000
-21.03
Apr 2000 - Mar 2003
16.06%
5 Years
11.46 33.65
Jan 1995 - Dec 1999
-8.36
Apr 2000 - Mar 2005
13.11%
7 Years
11.45 24.72
Jul 1993 - Jun 2000
-4.05
Mar 2002 - Feb 2009
8.95%
10 Years
11.49 22.34
Apr 1990 - Mar 2000
-4.67
Mar 1999 - Feb 2009
5.11%
15 Years
11.29 21.18
Jan 1985 - Dec 1999
2.90
Sep 2000 - Aug 2015
0.00%
20 Years
11.27 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

Vanguard Growth (VUG) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
1.15
57%
0.50
53%
0.96
63%
1.40
61%
1.21
63%
0.94
53%
1.16
57%
0.30
55%
-0.94
50%
1.44
66%
1.95
76%
1.25
70%
Best
Year
14.6
1987
9.9
1975
9.2
2000
15.1
2020
11.1
1990
8.2
2000
13.0
2022
11.7
1982
10.8
2010
22.3
1974
11.5
1980
14.3
1991
Worst
Year
-9.4
2022
-11.8
2001
-10.6
2020
-12.9
2022
-8.3
2010
-8.5
2022
-11.5
1974
-13.0
1998
-15.4
1974
-22.9
1987
-11.3
1973
-8.4
2018
Statistics calculated for the period Jan 1972 - Aug 2022

Monthly/Yearly Returns

Vanguard Growth (VUG) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
366 Positive Months (60%) - 242 Negative Months (40%)
Jan 1972 - Aug 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-25.22 -29.61 -9.4 -4.6 3.8 -12.9 -2.7 -8.5 13.0 -5.0
2021
+27.34 +18.97 -1.0 0.8 1.8 6.9 -1.4 6.0 3.2 3.7 -5.3 8.3 0.7 1.6
2020
+40.22 +38.33 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 +33.97 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 -5.12 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 +25.08 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 +4.12 -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 +2.50 -1.5 6.2 -3.9 2.8 1.5 -1.7 3.3 -6.3 -2.9 9.0 0.1 -2.4
2014
+13.61 +12.76 -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 +30.52 4.4 0.8 3.7 1.6 1.7 -2.1 5.6 -1.9 4.8 4.3 2.4 3.4
2012
+17.02 +15.01 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 -1.11 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 +15.49 -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 +32.52 -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 -38.08 -8.0 -1.1 -1.0 6.0 3.5 -6.7 -1.6 1.2 -11.2 -17.8 -8.7 1.3
2007
+12.52 +8.10 2.6 -1.9 0.5 4.4 3.5 -1.0 -2.1 1.9 4.5 3.0 -3.2 0.1
2006
+9.19 +6.49 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 +1.55 -3.1 1.4 -1.9 -2.4 5.4 -0.3 4.4 -1.4 0.5 -0.8 4.2 -0.5
2004
+7.20 +3.82 2.2 0.9 -1.6 -1.5 1.9 1.1 -5.5 -0.7 1.3 1.6 3.8 3.7
2003
+25.92 +23.60 -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 -25.45 -0.2 -3.0 2.3 -7.2 -2.0 -8.0 -4.7 0.6 -10.4 9.2 4.8 -6.5
2001
-12.93 -14.26 2.8 -11.8 -9.1 8.9 0.2 -1.3 -0.3 -6.7 -6.7 3.6 8.8 0.2
2000
-22.21 -24.76 -6.7 2.1 9.2 -5.0 -4.1 8.2 -4.4 5.8 -9.8 -2.6 -10.7 -4.4
1999
+28.76 +25.39 6.2 -3.9 4.8 -0.2 -2.9 7.3 -3.2 1.3 -1.7 6.9 4.3 7.8
1998
+42.21 +39.95 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 +34.06 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 +19.76 3.8 0.9 -0.4 1.9 3.6 1.2 -4.5 1.4 6.9 2.2 7.5 -2.3
1995
+38.06 +34.65 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 +0.21 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 -1.19 -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 +3.61 -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 +40.31 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 -4.30 -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 +29.80 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 +8.42 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 +1.92 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 +15.69 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 +28.68 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 -2.30 -4.0 -4.9 1.9 0.6 -4.6 4.3 -1.2 11.2 -2.1 1.0 -2.1 2.6
1983
+16.92 +12.65 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 +15.89 -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 -13.89 -5.6 3.0 4.5 -2.1 0.5 -2.7 1.1 -6.7 -6.3 8.0 4.1 -2.9
1980
+35.59 +20.51 5.4 -2.9 -9.5 3.7 6.0 3.2 9.3 2.1 4.3 1.7 11.5 -2.2
1979
+17.44 +3.66 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 -1.75 -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 -14.39 -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 +9.52 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 +24.46 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 -39.77 -1.6 -1.6 -1.7 -3.5 -1.0 -1.7 -11.5 -9.8 -15.4 22.3 -4.3 -4.1
1973
-23.09 -29.25 -1.9 -2.7 -1.4 -6.4 -0.6 -1.0 5.7 -3.7 0.4 -0.1 -11.3 -2.1
1972
+22.97 +18.92 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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