MGC Performance — Vanguard Mega Cap Index Fund
Data updated: 2026-07-29
MGC returned +11.30% year to date and +31.55% over one year to May 2026. Annualised returns are +25.03% over 3 years and +14.92% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $195, against $165 for the category, and to $132 over one year, against $122. Volatility over the past three years was 13.59% a year. In the 12 months to May 2026 the fund took in a net $1.4B, and assets reached $10.81B.
MGC Growth of $100
What $100 invested in Vanguard Mega Cap Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | MGC | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $132 | $122 |
| 3 years (Jun 2023 – May 2026) | $195 | $165 |
| 5 years (Jun 2021 – May 2026) | $200 | $164 |
| Since data start (Sep 2019 – May 2026) | $302 | $229 |
MGC Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.30% |
| 1 year | +31.55% |
| 3 years (annualised) | +25.03% |
| 5 years (annualised) | +14.92% |
MGC Annual Returns
Calendar-year total returns of Vanguard Mega Cap Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +11.30% |
| 2025 | +19.33% |
| 2024 | +27.16% |
| 2023 | +29.67% |
| 2022 | −19.92% |
| 2021 | +27.55% |
| 2020 | +21.43% |
| 2019 (Sep–Dec) | +11.36% |
MGC Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.0% | −1.8% | −4.8% | +11.1% | +6.1% | — | — | — | — | — | — | — |
| 2025 | +2.7% | −1.4% | −6.2% | −0.4% | +6.6% | +5.4% | +2.4% | +2.0% | +4.2% | +3.0% | +0.1% | 0.0% |
| 2024 | +2.3% | +5.4% | +2.8% | −4.0% | +5.3% | +4.6% | +0.5% | +2.5% | +2.0% | −0.8% | +5.6% | −1.5% |
| 2023 | +6.1% | −2.3% | +4.7% | +1.8% | +1.4% | +6.3% | +3.3% | −1.3% | −4.6% | −1.6% | +9.3% | +4.1% |
| 2022 | −5.2% | −3.5% | +3.7% | −9.3% | −0.3% | −8.0% | +9.1% | −4.1% | −9.1% | +7.8% | +5.3% | −6.0% |
| 2021 | −1.0% | +2.1% | +4.2% | +5.5% | +0.4% | +2.9% | +2.5% | +3.0% | −4.8% | +7.1% | −0.7% | +3.9% |
| 2020 | +0.3% | −8.0% | −11.4% | +12.8% | +4.7% | +2.2% | +5.7% | +8.5% | −4.0% | −3.3% | +11.1% | +3.9% |
| 2019 | — | — | — | — | — | — | — | — | +1.7% | +2.4% | +3.8% | +3.0% |
MGC Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 13.59%
- 3-year Sharpe ratio: 1.51 (vs 4.5% risk-free rate)
- Best month: +11.12% (Apr 2026)
- Worst month: −6.18% (Mar 2025)
MGC Fund Flows
Monthly money in and out of Vanguard Mega Cap Index Fund, from SEC Form N-PORT.
- 12-month net flow: $1.4B
- 12-month gross sales (incl. reinvestments): $3.1B
- Sales ÷ redemptions: 1.80×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $240.1M | $282.1M | −$42.0M |
| Apr 2026 | $90.5M | $255.2M | −$164.7M |
| Mar 2026 | $32.7M | $490.0M | −$457.4M |
| Feb 2026 | $37.9M | $50.7M | −$12.8M |
| Jan 2026 | $6.8M | $370.3M | −$363.6M |
| Dec 2025 | $801.4M | $131.0M | $670.4M |
| Nov 2025 | $100.1M | $19.5M | $80.6M |
| Oct 2025 | $543.1M | $1.8M | $541.3M |
| Sep 2025 | $432.7M | $57.8M | $374.9M |
| Aug 2025 | $322.7M | $9.1M | $313.7M |
| Jul 2025 | $117.2M | $6.1M | $111.0M |
| Jun 2025 | $377.4M | $50.2M | $327.2M |
MGC Assets Under Management
Net assets of Vanguard Mega Cap Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $10.81B |
| 2026-02-28 | $10.34B |
| 2025-11-30 | $10.14B |
| 2025-08-31 | $8.52B |
| 2025-05-31 | $7.04B |
| 2025-02-28 | $6.88B |
| 2024-11-30 | $6.79B |
| 2024-08-31 | $6.28B |
| 2024-05-31 | $5.78B |
| 2024-02-29 | $5.42B |
| 2023-11-30 | $4.73B |
| 2023-08-31 | $4.45B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.