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Vanguard Primecap Fund: (MF: VPMCX)
(NA) As of Sep 19, 2024 08:00 PM ET
$173.65 USD
+3.19 (1.87%)
Zacks MF Rank 1-Strong Buy 1
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.17 | 43 |
| 3 months | 5.11 | 68 |
| 6 months | 10.81 | 22 |
| 1 Year | 22.84 | 49 |
| 3 Year | 8.80 | 16 |
| 5 Year | 15.42 | 24 |
| 10 Year | 13.28 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 151.02 |
| Bear Market (10/07 - 2/09) | -44.35 |
| Bull Market (2/09 - 10/17) | 1,004.72 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 26.10 |
| 5 Year | 15.05 |
| 10 Year | 13.50 |
| Since Inception | 13.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.14 | 5.38 | NA | NA |
| 2023 | 6.95 | 9.24 | -0.29 | 9.94 |
| 2022 | -4.66 | -13.53 | -6.36 | 9.92 |
| 2021 | 10.04 | 6.95 | -3.46 | 7.20 |
| 2020 | -20.17 | 17.25 | 9.70 | 14.17 |
| 2019 | 10.76 | 2.17 | 0.78 | 12.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.17 | 28.08 | -15.14 | 21.81 | 17.24 | 27.78 | -2.00 | 29.50 | 10.63 | 2.58 | 18.72 |
| % Total Return Rel to Index | -3.37 | 1.84 | 3.05 | -6.86 | -1.15 | -3.71 | 2.38 | 7.71 | -1.29 | 1.19 | 5.07 |
| % Total Return Rel to Peer | 1.32 | 5.08 | 4.55 | -0.24 | -2.67 | -0.64 | 4.85 | 8.82 | 2.81 | 4.18 | 10.51 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 4.00 | 3.00 | 4.00 | 2.00 | 1.00 | 2.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 1.65 | 1.54 | 1.15 | 1.54 | 1.69 | 1.46 | 1.39 | 1.35 | 1.11 | 1.16 |
| % Yield | 0.00 | 0.98 | 1.07 | 0.61 | 0.90 | 1.08 | 1.11 | 0.98 | 1.18 | 1.01 | 1.01 |
| Capital Gains ($) | 0.00 | 9.14 | 10.89 | 15.34 | 12.91 | 8.26 | 8.23 | 5.83 | 3.95 | 4.78 | 5.70 |
| Expense Ratio | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.39 | 0.39 | 0.40 | 0.44 |
* 1 = Top 20%, 5 = Bottom 20%