Vanguard Dividend Growth Fund Investor Shares (VDIGX)

$38.87
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Value
Fund BenchmarkU.S. Mega Cap - Value
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Dividend Growth Fund Investor Shares 32 0.90 4.46% 10.47% 0.31%
U.S. Mega Cap - Value 34 0.97 8.76% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.52% 8.63% -4.11%
Year-to-Date 4.46% 8.76% -4.30%
1 Year 12.99% 0.00% 12.99%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

32%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 32% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.31%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$403

Real cost (fees + lost compounding)

$498

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
98%

Return in excess of styles
(over past year)
1.32%