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VPMCX: VANGUARD PRIMECAP FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 224.15 0.2(0.09%) June 04
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 05/15/1986 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 17.92% |
| Expenses | 0.31% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1986 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 25.5 | 58.4 | 28.6 | 16.3 | 20.3 | 19.4 | 16.9 | 16.4 | 29.6 | 13.2 | 28.2 | -15.2 | 21.6 | 17.2 | 35.9 | 5.4 | 35.7 | 14.9 | 7.9 | 25.6 | 45.8 | 16.5 | 1.7 | 14.1 | 34.4 | -25.7 | 18.3 | 19.2 | 11.8 | 18.3 | 37.8 | -24.6 | -12.5 | 20.8 | 67.8 | 34.4 | 41.7 | 21.4 | 38.7 | 13.8 | 21.1 | 6.2 | 27.1 | -3.7 | 15.9 | 12.2 | -4.6 | 4.4 |
| Sharpe Ratio | NA | 3.53 | 3.52 | 1.49 | 0.74 | 0.95 | NA | NA | 0.08 | 1.32 | 0.68 | 1.81 | -0.68 | 1.49 | 0.49 | 2.19 | 0.19 | 3.5 | 0.95 | 0.45 | 1.81 | 3.84 | 1.23 | 0.07 | 0.77 | 1.32 | -0.66 | 0.95 | 1.18 | 0.81 | 1.38 | 2.14 | -0.98 | -0.59 | 0.58 | 2.94 | 1.47 | 2.21 | 1.41 | 3.0 | 0.94 | 1.57 | 0.33 | 1.57 | -0.03 | 0.02 | 0.01 | -0.02 | 0.01 |
| Draw Down(%) | NA | 11.7 | 11.7 | 20.6 | 25.3 | 32.6 | NA | NA | 83.4 | 20.6 | 12.3 | 9.2 | 24.5 | 6.7 | 32.6 | 8.8 | 14.1 | 3.7 | 13.1 | 13.8 | 8.6 | 5.7 | 10.4 | 20.9 | 16.4 | 24.1 | 45.5 | 9.6 | 10.9 | 8.1 | 8.8 | 12.5 | 37.3 | 33.3 | 21.1 | 6.9 | 23.5 | 11.2 | 11.3 | 5.9 | 9.1 | 6.6 | 13.6 | 8.8 | 79.2 | 76.8 | 77.8 | 83.4 | 76.9 |
| Standard Deviation(%) | NA | 19.4 | 16.0 | 16.9 | 18.2 | 19.6 | NA | NA | 172.7 | 20.3 | 14.0 | 13.6 | 24.7 | 14.5 | 34.3 | 15.7 | 20.5 | 10.1 | 15.6 | 17.4 | 14.2 | 11.9 | 13.5 | 24.1 | 18.2 | 26.0 | 40.5 | 16.0 | 13.4 | 11.7 | 12.6 | 17.3 | 26.2 | 25.5 | 28.7 | 21.9 | 21.1 | 17.1 | 12.5 | 11.6 | 11.4 | 12.0 | 11.0 | 14.7 | 273.4 | 547.2 | 544.2 | 547.0 | 545.9 |
| Treynor Ratio | NA | 0.9 | 0.79 | 0.36 | 0.21 | 0.26 | NA | NA | 0.2 | 0.37 | 0.15 | 0.39 | -0.27 | 0.4 | 0.2 | 0.55 | 0.05 | 0.39 | 0.15 | 0.08 | 0.28 | 0.52 | 0.19 | 0.02 | 0.15 | 0.33 | -0.26 | 0.18 | 0.18 | 0.11 | 0.21 | 0.43 | -0.33 | -0.23 | 0.24 | 0.85 | 0.41 | 0.52 | 0.33 | 0.63 | 0.13 | 0.22 | 0.05 | 0.29 | -0.17 | -0.22 | -0.05 | -0.3 | 0.03 |
| Alpha | NA | 0.18 | 0.13 | 0.04 | 0.03 | 0.03 | NA | NA | 0.72 | 0.06 | -0.03 | 0.0 | 0.05 | 0.05 | -0.09 | 0.03 | 0.02 | 0.02 | 0.06 | 0.0 | 0.05 | 0.04 | 0.0 | 0.01 | 0.01 | 0.0 | 0.08 | 0.03 | 0.06 | 0.01 | 0.04 | 0.05 | 0.02 | 0.04 | 0.13 | 0.16 | 0.03 | 0.08 | 0.04 | 0.06 | 0.04 | 0.08 | 0.02 | -0.02 | 1.7 | 7.01 | 6.93 | 6.92 | 7.02 |
| Beta | NA | 0.76 | 0.72 | 0.69 | 0.65 | 0.71 | NA | NA | 0.69 | 0.72 | 0.64 | 0.63 | 0.63 | 0.54 | 0.84 | 0.62 | 0.88 | 0.91 | 0.97 | 0.99 | 0.9 | 0.88 | 0.86 | 0.88 | 0.93 | 1.03 | 1.03 | 0.86 | 0.88 | 0.86 | 0.81 | 0.85 | 0.79 | 0.65 | 0.7 | 0.76 | 0.76 | 0.73 | 0.53 | 0.55 | 0.83 | 0.84 | 0.7 | 0.8 | 0.55 | -0.46 | -1.46 | 0.29 | 0.95 |
| RSquared | NA | 0.53 | 0.55 | 0.73 | 0.77 | 0.74 | NA | NA | 0.0 | 0.78 | 0.77 | 0.77 | 0.87 | 0.64 | 0.79 | 0.52 | 0.8 | 0.6 | 0.84 | 0.84 | 0.75 | 0.79 | 0.86 | 0.94 | 0.96 | 0.94 | 0.9 | 0.78 | 0.72 | 0.74 | 0.87 | 0.9 | 0.9 | 0.81 | 0.71 | 0.51 | 0.72 | 0.71 | 0.35 | 0.24 | 0.58 | 0.48 | 0.48 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 17.7 | 11.9 | 9.3 | 15.2 | 18.8 | 16.3 | N/A | 18.2 | 7.1 | 8.6 | 7.5 | 11.2 | 10.3 | 15.6 | 13.7 | 12.3 | 9.4 | 10.4 | 13.7 | 11.8 | 3.8 | 7.4 | 3.3 | 1.0 | 11.0 | 13.0 | 12.7 | 6.8 | 0.8 | 0.5 | 0.4 | 2.3 | 21.0 | 30.4 | 12.6 | 9.3 | 6.3 | 7.0 | 5.1 | 6.9 | 0.8 | 1.2 | 0.3 | 0.4 | 0.2 | 0.2 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 174.5 | 16.8 | 9.1 | 129.3 | 170.4 | 358.9 | N/A | 174.5 | -1.6 | -13.1 | -24.5 | 14.0 | -20.6 | 1.5 | 37.4 | 41.3 | -13.3 | -15.1 | 50.1 | 248.0 | -50.8 | 150.4 | 337.6 | -94.3 | -12.2 | 5.7 | 100.9 | 844.3 | 109.9 | -1.4 | -83.8 | -89.9 | -9.4 | 191.5 | 77.5 | 68.7 | 18.6 | 48.9 | -15.3 | 825.0 | -20.0 | 15.4 | -17.7 | 66.3 | -5.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1986
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