Data Source: from January 1927 to March 2024 (~97 years)
Consolidated Returns as of 31 March 2024
Live Update: Apr 24 2024, 11:58AM Eastern Time
Consolidated Returns as of 31 March 2024
Live Update: Apr 24 2024, 11:58AM Eastern Time
Category: Stocks
Vanguard Growth (VUG) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.27%
1 Day
Apr 24 2024, 11:58AM Eastern Time
4.06%
Current Month
April 2024
In the last 30 Years, the Vanguard Growth (VUG) ETF obtained a 11.54% compound annual return, with a 16.73% standard deviation.
Table of contents
The first official book of 
How to build wealth
with Lazy Portfolios and Passive Investing Strategies
with Lazy Portfolios and Passive Investing Strategies
Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy
Employ the best metrics to evaluate it
Join the passive investing strategy
Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.
in addition to the lazy portfolios on the website.
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▾ | Currency |
|---|---|---|---|
| Edge Select Aggressive | Merrill Lynch | 29.00% | USD |
| Edge Select Moderately Aggressive | Merrill Lynch | 25.00% | USD |
| Edge Select Moderate | Merrill Lynch | 19.00% | USD |
| Edge Select Moderately Conservative | Merrill Lynch | 14.00% | USD |
| Edge Select Conservative | Merrill Lynch | 5.00% | USD |
Investment Returns as of Mar 31, 2024
The Vanguard Growth (VUG) ETF guaranteed the following returns.
Returns are calculated in USD, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
VANGUARD GROWTH (VUG) ETF
Consolidated returns as of 31 March 2024
Live Update: Apr 24 2024, 11:58AM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Mar 31, 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Apr 2024 | 1M | 6M | 1Y | 5Y | 10Y | 30Y |
MAX
(~97Y) |
|||
| Vanguard Growth (VUG) ETF | -0.27 | -4.06 | 1.36 | 26.81 | 38.83 | 17.92 | 15.07 | 11.54 | 10.02 | |||
| Returns over 1 year are annualized | Available data source: since Jan 1927 | ||||||||||||
| (*) Eastern Time (ET - America/New York) | ||||||||||||
Live update: World Markets and Indexes
In 2023, the Vanguard Growth (VUG) ETF granted a 0.85% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Growth (VUG) ETF: Dividend Yield page.
Capital Growth as of Mar 31, 2024
An investment of 1$, since April 1994,
now would be worth 26.46$, with a total return of 2545.69% (11.54% annualized).
The Inflation Adjusted Capital now would be 12.46$, with a net total return of 1146.45% (8.77% annualized).
The Inflation Adjusted Capital now would be 12.46$, with a net total return of 1146.45% (8.77% annualized).
An investment of 1$, since January 1927,
now would be worth 10774.58$, with a total return of 1077357.88% (10.02% annualized).
The Inflation Adjusted Capital now would be 611.06$, with a net total return of 61006.09% (6.82% annualized).
The Inflation Adjusted Capital now would be 611.06$, with a net total return of 61006.09% (6.82% annualized).
Readings that may interest you
Investment Metrics as of Mar 31, 2024
Metrics of Vanguard Growth (VUG) ETF, updated as of 31 March 2024.
Metrics are calculated based on monthly returns, assuming:
- no fees or capital gain taxes.
- the reinvestment of dividends.
VANGUARD GROWTH (VUG) ETF
Advanced Metrics
Data Source: 1 January 1927 - 31 March 2024 (~97 years)
Swipe left to see all data
| Metrics as of Mar 31, 2024 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 20Y | 30Y |
MAX
(~97Y) |
|
| Investment Return (%) | 1.36 | 10.87 | 26.81 | 38.83 | 10.89 | 17.92 | 15.07 | 11.44 | 11.54 | 10.02 |
| US Inflation (%) | 0.38 | 1.13 | 1.61 | 3.48 | 5.63 | 4.19 | 2.84 | 2.59 | 2.54 | 2.99 |
| Returns / Inflation rates over 1 year are annualized. | ||||||||||
|
DRAWDOWN
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Deepest Drawdown Depth (%) | -8.41 | -33.15 | -33.15 | -33.15 | -47.18 | -53.58 | -83.85 | |||
| Start to Recovery (# months) details | 4 | 25 | 25 | 25 | 40 | 144 | 188 | |||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2000 04 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 12 | 12 | 12 | 16 | 30 | 34 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 12 | 2022 12 | 2022 12 | 2009 02 | 2002 09 | 1932 06 | |||
| Bottom to End (# months) | 1 | 13 | 13 | 13 | 24 | 114 | 154 | |||
| End (yyyy mm) | 2023 11 | 2024 01 | 2024 01 | 2024 01 | 2011 02 | 2012 03 | 1945 04 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
|||
| Start to Recovery (# months) details | ||||||||||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2000 04 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 12 | 12 | 12 | 16 | 30 | 34 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 12 | 2022 12 | 2022 12 | 2009 02 | 2002 09 | 1932 06 | |||
| Bottom to End (# months) | 1 | 13 | 13 | 13 | 24 | 114 | 154 | |||
| End (yyyy mm) | 2023 11 | 2024 01 | 2024 01 | 2024 01 | 2011 02 | 2012 03 | 1945 04 | |||
| Longest negative period (# months) details | 4 | 30 | 30 | 30 | 63 | 152 | 187 | |||
| Period Start (yyyy mm) | 2023 07 | 2021 05 | 2020 09 | 2020 09 | 2004 04 | 1999 02 | 1929 09 | |||
| Period End (yyyy mm) | 2023 10 | 2023 10 | 2023 02 | 2023 02 | 2009 06 | 2011 09 | 1945 03 | |||
| Annualized Return (%) | -15.15 | -0.48 | -0.64 | -0.64 | -1.30 | -0.06 | -0.42 | |||
| Deepest Drawdown Depth (%) | -9.27 | -37.18 | -37.18 | -37.18 | -48.05 | -62.05 | -79.45 | |||
| Start to Recovery (# months) details | 4 | 27* | 27* | 27* | 53 | 167 | 90 | |||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2000 04 | 1929 09 | |||
| Start to Bottom (# months) | 3 | 12 | 12 | 12 | 16 | 107 | 34 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 12 | 2022 12 | 2022 12 | 2009 02 | 2009 02 | 1932 06 | |||
| Bottom to End (# months) | 1 | 15 | 15 | 15 | 37 | 60 | 56 | |||
| End (yyyy mm) | 2023 11 | - | - | - | 2012 03 | 2014 02 | 1937 02 | |||
| Longest Drawdown Depth (%) |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
same as deepest |
-62.05 | |||
| Start to Recovery (# months) details | 167 | |||||||||
| Start (yyyy mm) | 2023 08 | 2022 01 | 2022 01 | 2022 01 | 2007 11 | 2000 04 | 2000 04 | |||
| Start to Bottom (# months) | 3 | 12 | 12 | 12 | 16 | 107 | 107 | |||
| Bottom (yyyy mm) | 2023 10 | 2022 12 | 2022 12 | 2022 12 | 2009 02 | 2009 02 | 2009 02 | |||
| Bottom to End (# months) | 1 | 15 | 15 | 15 | 37 | 60 | 60 | |||
| End (yyyy mm) | 2023 11 | - | - | - | 2012 03 | 2014 02 | 2014 02 | |||
| Longest negative period (# months) details | 5 | 32 | 38 | 38 | 81 | 170 | 276 | |||
| Period Start (yyyy mm) | 2023 06 | 2021 05 | 2020 09 | 2020 09 | 2005 01 | 1999 02 | 1959 08 | |||
| Period End (yyyy mm) | 2023 10 | 2023 12 | 2023 10 | 2023 10 | 2011 09 | 2013 03 | 1982 07 | |||
| Annualized Return (%) | -0.38 | -0.22 | -1.22 | -1.22 | -0.12 | -0.02 | -0.15 | |||
| Drawdowns / Negative periods marked with * are in progress | ||||||||||
|
RISK INDICATORS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Standard Deviation (%) | 15.34 | 22.01 | 21.34 | 17.52 | 16.45 | 16.73 | 19.60 | |||
| Sharpe Ratio | 2.19 | 0.38 | 0.75 | 0.79 | 0.61 | 0.55 | 0.31 | |||
| Sortino Ratio | 3.11 | 0.51 | 1.01 | 1.07 | 0.82 | 0.73 | 0.43 | |||
| Ulcer Index | 3.01 | 16.98 | 13.50 | 9.98 | 12.13 | 20.94 | 23.17 | |||
| Ratio: Return / Standard Deviation | 2.53 | 0.49 | 0.84 | 0.86 | 0.70 | 0.69 | 0.51 | |||
| Ratio: Return / Deepest Drawdown | 4.62 | 0.33 | 0.54 | 0.45 | 0.24 | 0.22 | 0.12 | |||
| % Positive Months details | 75% | 61% | 65% | 65% | 63% | 63% | 61% | |||
| Positive Months | 9 | 22 | 39 | 79 | 152 | 229 | 713 | |||
| Negative Months | 3 | 14 | 21 | 41 | 88 | 131 | 454 | |||
|
LONG TERM RETURNS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Best 10 Years Return (%) - Annualized | 15.07 | 19.31 | 19.31 | 22.34 | ||||||
| Worst 10 Years Return (%) - Annualized | 7.53 | -4.67 | -4.67 | |||||||
| Best 10 Years Return (%) - Annualized | 11.89 | 17.07 | 17.07 | 19.06 | ||||||
| Worst 10 Years Return (%) - Annualized | 5.44 | -7.07 | -7.34 | |||||||
|
ROLLING PERIODS
|
1Y | 3Y | 5Y | 10Y | 20Y | 30Y | MAX | |||
| Over the latest 30Y | ||||||||||
| Best Rolling Return (%) - Annualized | 65.24 | 35.87 | 33.65 | 19.31 | 11.44 | 11.54 | ||||
| Worst Rolling Return (%) - Annualized | -40.01 | -21.03 | -8.36 | -4.67 | 4.60 | |||||
| % Positive Periods | 81% | 80% | 84% | 89% | 100% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 72.34 | 19.51 | 11.66 | 5.83 | 3.65 | 9.52 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | 1.41 | 8.75 | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
| Best Rolling Return (%) - Annualized | 61.02 | 33.01 | 30.55 | 17.07 | 8.75 | 8.77 | ||||
| Worst Rolling Return (%) - Annualized | -40.09 | -22.92 | -10.56 | -7.07 | 2.47 | |||||
| % Positive Periods | 76% | 76% | 76% | 86% | 100% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 72.34 | 19.51 | 11.66 | 5.83 | 3.65 | 9.52 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | 1.41 | 8.75 | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
| Over all the available data source (Jan 1927 - Mar 2024) | ||||||||||
| Best Rolling Return (%) - Annualized | 157.12 | 46.10 | 35.70 | 22.34 | 19.69 | 14.47 | ||||
| Worst Rolling Return (%) - Annualized | -67.02 | -43.00 | -18.23 | -4.67 | 1.34 | 6.95 | ||||
| % Positive Periods | 74% | 82% | 86% | 94% | 100% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 59.80 | 16.08 | 9.27 | 5.43 | 3.32 | 2.84 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | - | 2.20 | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
| Best Rolling Return (%) - Annualized | 175.34 | 42.11 | 34.36 | 19.06 | 15.24 | 10.75 | ||||
| Worst Rolling Return (%) - Annualized | -63.39 | -38.48 | -14.01 | -7.34 | -0.65 | 2.83 | ||||
| % Positive Periods | 68% | 74% | 77% | 83% | 98% | 100% | ||||
| SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized | 59.80 | 16.08 | 9.27 | 5.43 | 3.32 | 2.84 | ||||
| PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized | - | - | - | - | - | 2.20 | ||||
| WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com | ||||||||||
- Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
- Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
- Longest negative period: it's the maximum period for which an overall negative return has been observed.
- Standard Deviation: it's a measure of the dispersion of returns around the mean.
- Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
- Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
- Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
- Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
- Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
The first official book of
Correlations as of Mar 31, 2024
Correlation measures to what degree the returns of the two assets move in relation to each other.
Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
Asset correlations are calculated based on monthly returns.
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 March 2024
Swipe left to see all data
| Correlation vs VUG | ||||||
|---|---|---|---|---|---|---|
| Asset Class | 1 Year | 5 Years | 10 Years | 30 Years | Since Jan 1992 |
|
|
VTI
|
US Total Stock Market |
0.93
|
0.95
|
0.95
|
0.95
|
0.95
|
|
SPY
|
US Large Cap |
0.93
|
0.95
|
0.95
|
0.96
|
0.95
|
|
IJR
|
US Small Cap |
0.73
|
0.76
|
0.75
|
0.76
|
0.76
|
|
VNQ
|
US REITs |
0.78
|
0.79
|
0.70
|
0.54
|
0.53
|
|
QQQ
|
US Technology |
0.97
|
0.99
|
0.98
|
0.89
|
0.89
|
|
PFF
|
Preferred Stocks |
0.71
|
0.77
|
0.73
|
0.43
|
0.42
|
|
EFA
|
EAFE Stocks |
0.73
|
0.79
|
0.80
|
0.78
|
0.74
|
|
VT
|
World All Countries |
0.87
|
0.91
|
0.92
|
0.91
|
0.89
|
|
EEM
|
Emerging Markets |
0.74
|
0.67
|
0.66
|
0.69
|
0.65
|
|
VGK
|
Europe |
0.70
|
0.78
|
0.78
|
0.78
|
0.76
|
|
VPL
|
Pacific |
0.80
|
0.77
|
0.78
|
0.67
|
0.62
|
|
FLLA
|
Latin America |
0.74
|
0.57
|
0.48
|
0.59
|
0.59
|
|
BND
|
US Total Bond Market |
0.62
|
0.60
|
0.47
|
0.19
|
0.19
|
|
TLT
|
Long Term Treasuries |
0.71
|
0.34
|
0.21
|
-0.06
|
-0.06
|
|
BIL
|
US Cash |
0.26
|
0.02
|
0.04
|
0.00
|
-0.01
|
|
TIP
|
TIPS |
0.54
|
0.67
|
0.56
|
0.22
|
0.22
|
|
LQD
|
Invest. Grade Bonds |
0.67
|
0.71
|
0.61
|
0.33
|
0.33
|
|
HYG
|
High Yield Bonds |
0.73
|
0.79
|
0.77
|
0.63
|
0.63
|
|
CWB
|
US Convertible Bonds |
0.79
|
0.86
|
0.87
|
0.82
|
0.82
|
|
BNDX
|
International Bonds |
0.60
|
0.64
|
0.49
|
0.16
|
0.16
|
|
EMB
|
Emerg. Market Bonds |
0.79
|
0.76
|
0.67
|
0.52
|
0.52
|
|
GLD
|
Gold |
0.07
|
0.27
|
0.13
|
0.07
|
0.06
|
|
DBC
|
Commodities |
-0.20
|
0.29
|
0.30
|
0.27
|
0.27
|
If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.
Drawdowns
A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
VANGUARD GROWTH (VUG) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1927 - 31 March 2024 (~97 years)
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Rolling Returns
( more details)
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
VANGUARD GROWTH (VUG) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1927 - 31 March 2024 (~97 years)
If you need a deeper detail about rolling returns, please refer to the Vanguard Growth (VUG) ETF: Rolling Returns page.
Seasonality
In which months is it better to invest in Vanguard Growth (VUG) ETF?
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.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Swipe left to see all data
Swipe left to see all data
Monthly Returns
This section provides a visual/tabular representation of the performance variability in the Vanguard Growth (VUG) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.
VANGUARD GROWTH (VUG) ETF
Monthly Returns Distribution
Data Source: 1 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1927 - 31 March 2024 (~97 years)
229 Positive Months (64%) - 131 Negative Months (36%)
713 Positive Months (61%) - 454 Negative Months (39%)
Swipe left to see all data
(Scroll down to see all data)
Investment Returns, up to December 2004, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.
You can find additional information on extended Data Sources here.
Analyze your Portfolio: Backtest Now!
Explore historical data since 1871 and fine-tune your investment strategy for better results.
Explore historical data since 1871 and fine-tune your investment strategy for better results.
The first official book of
