Performance analysis of MGV (VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES)
Annual Return
Over the past 3 years, MGV has had an average annual return of +17.71%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, MGV has had an average annual return of +12.89%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, MGV has had an average annual return of +12.65%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Dec 27, 2007, MGV has had an average annual return of +9.31%, underperforming the benchmark SPY, which returned +11.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.36% | +15.45% | +16.93% | +9.17% | -1.23% | +25.90% | +2.44% | +25.56% | -4.10% | +16.85% | +16.76% | -0.20% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +12.93% | +32.18% | +15.01% | +1.37% | +13.12% | +15.73% | -35.63% | -0.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.99% | +3.31% | -4.80% | +5.36% | +3.19% | +4.18% | -0.51% | +16.36% | |||||
| 2025 | +4.68% | +1.36% | -2.28% | -3.97% | +2.59% | +3.90% | -0.42% | +3.41% | +2.47% | -0.31% | +2.54% | +0.84% | +15.45% |
| 2024 | +1.61% | +2.97% | +5.05% | -3.70% | +2.91% | +0.67% | +4.51% | +2.88% | +1.25% | -1.36% | +5.49% | -5.88% | +16.93% |
| 2023 | +1.74% | -3.13% | +0.27% | +1.88% | -3.81% | +5.49% | +3.54% | -2.09% | -2.96% | -2.31% | +6.17% | +4.73% | +9.17% |
| 2022 | -0.95% | -1.24% | +3.23% | -4.86% | +2.22% | -7.27% | +4.63% | -2.87% | -7.34% | +12.10% | +5.97% | -3.04% | -1.23% |
| 2021 | -1.00% | +4.42% | +6.62% | +3.19% | +2.90% | -0.91% | +1.13% | +1.90% | -4.09% | +5.75% | -2.88% | +6.94% | +25.90% |
| 2020 | -2.66% | -9.44% | -13.45% | +10.36% | +2.60% | -1.33% | +3.20% | +4.42% | -2.21% | -2.55% | +12.78% | +3.78% | +2.44% |
| 2019 | +6.42% | +2.75% | +0.62% | +3.34% | -6.00% | +6.96% | +0.83% | -2.83% | +3.26% | +2.20% | +3.53% | +2.61% | +25.56% |
| 2018 | +4.63% | -4.38% | -2.65% | +0.46% | +0.73% | -0.09% | +5% | +2.26% | +0.80% | -4.66% | +3.59% | -8.90% | -4.10% |
| 2017 | +0.19% | +3.61% | -1.04% | -0.16% | +0.16% | +1.81% | +1.61% | -0.45% | +3.06% | +1.96% | +3.42% | +1.63% | +16.85% |
Drawdown analysis of MGV (VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES)
The maximum drawdown for the MGV was -55.86%, occurring on Mar 5, 2009. Recovery took 915 trading sessions.
The current MGV drawdown is -1.02%.
Since Dec 27, 2007 MGV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.86% | Dec 27, 2007 | 298 | Mar 5, 2009 | 915 | Oct 18, 2012 | 1213 |
| -35.41% | Jan 17, 2020 | 44 | Mar 23, 2020 | 179 | Dec 4, 2020 | 223 |
| -16.63% | Sep 21, 2018 | 64 | Dec 24, 2018 | 81 | Apr 23, 2019 | 145 |
| -16.55% | Apr 20, 2022 | 113 | Sep 30, 2022 | 200 | Jul 20, 2023 | 313 |
| -13.18% | Feb 19, 2025 | 34 | Apr 8, 2025 | 57 | Jul 1, 2025 | 91 |
| -12.88% | May 21, 2015 | 66 | Aug 25, 2015 | 162 | Apr 18, 2016 | 228 |
| -11.02% | Jan 26, 2018 | 39 | Mar 23, 2018 | 121 | Sep 14, 2018 | 160 |
| -9.07% | Jul 24, 2023 | 68 | Oct 27, 2023 | 32 | Dec 13, 2023 | 100 |
| -7.74% | Oct 18, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
| -7.68% | Sep 19, 2014 | 18 | Oct 15, 2014 | 16 | Nov 6, 2014 | 34 |
| -7.06% | Nov 29, 2024 | 14 | Dec 19, 2024 | 39 | Feb 19, 2025 | 53 |
| -6.71% | Jan 11, 2022 | 30 | Feb 24, 2022 | 23 | Mar 29, 2022 | 53 |
| -6.54% | Jul 29, 2019 | 19 | Aug 23, 2019 | 41 | Oct 22, 2019 | 60 |
| -6.41% | Feb 11, 2026 | 32 | Mar 30, 2026 | 22 | Apr 30, 2026 | 54 |
| -6.00% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -5.83% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -5.72% | Dec 29, 2014 | 22 | Jan 30, 2015 | 60 | Apr 28, 2015 | 82 |
| -5.10% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -5.01% | Aug 16, 2021 | 25 | Sep 21, 2021 | 21 | Oct 20, 2021 | 46 |
| -4.98% | Dec 5, 2014 | 7 | Dec 16, 2014 | 4 | Dec 22, 2014 | 11 |
| -4.94% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.93% | Aug 2, 2013 | 17 | Aug 27, 2013 | 15 | Sep 18, 2013 | 32 |
| -4.88% | Nov 12, 2021 | 12 | Dec 1, 2021 | 10 | Dec 15, 2021 | 22 |
| -4.72% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -4.58% | Jan 14, 2021 | 10 | Jan 29, 2021 | 10 | Feb 12, 2021 | 20 |