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VGPMX: VANGUARD PRECIOUS METALS AND MINING FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 13.01 0.17(1.32%) May 02
Asset Class: | EQUITY PRECIOUS METALS |
MyPlanIQ Rating: | (64%) |
Start Date: | 03/05/1985 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 3.00% |
Expenses | 0.36% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/16/1987 |
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 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 6.4 | 11.0 | 10.0 | 14.2 | 3.8 | 2.4 | 4.9 | 3.8 | 10.1 | 7.3 | 19.5 | 17.2 | 20.7 | -32.3 | 13.7 | 50.8 | -29.4 | -11.4 | -35.1 | -13.0 | -21.6 | 37.4 | 76.4 | -55.4 | 35.8 | 34.3 | 43.8 | 8.2 | 59.3 | 33.4 | 18.3 | -7.3 | 28.8 | -3.9 | -38.9 | -0.7 | -4.5 | -5.4 | 95.0 | -20.1 | 4.4 | -19.9 | 30.4 | -14.2 | 36.8 | 49.9 | 2.8 |
Sharpe Ratio | NA | 1.5 | 0.6 | 0.43 | 0.61 | 0.11 | NA | NA | 0.16 | 0.41 | 0.28 | 1.25 | 0.54 | 1.91 | -1.75 | 0.58 | 1.3 | -0.94 | -0.5 | -1.67 | -0.53 | -0.63 | 1.27 | 1.79 | -0.94 | 1.25 | 1.21 | 2.44 | 0.36 | 3.17 | 1.39 | 0.82 | -0.6 | 1.08 | -0.25 | -1.88 | -0.28 | -0.54 | -0.49 | 3.97 | -1.43 | 0.04 | -1.22 | 1.91 | -1.17 | 1.01 | 2.16 | -0.07 |
Draw Down(%) | NA | 5.6 | 9.6 | 22.7 | 34.8 | 54.6 | NA | NA | 79.0 | 9.6 | 22.7 | 9.3 | 34.8 | 7.8 | 36.9 | 18.3 | 30.9 | 39.7 | 30.0 | 40.4 | 34.8 | 29.0 | 21.1 | 24.5 | 77.2 | 20.7 | 26.3 | 14.0 | 26.0 | 17.0 | 30.1 | 16.6 | 25.9 | 16.9 | 42.7 | 50.0 | 23.2 | 15.8 | 18.8 | 26.4 | 28.1 | 12.4 | 32.6 | 11.4 | 20.7 | 36.4 | 19.6 | 26.9 |
Standard Deviation(%) | NA | 12.4 | 13.7 | 16.8 | 20.1 | 24.3 | NA | NA | 25.1 | 14.3 | 21.6 | 15.6 | 31.4 | 10.1 | 19.2 | 22.7 | 39.0 | 31.5 | 22.7 | 21.0 | 25.0 | 34.3 | 29.5 | 42.7 | 59.6 | 26.4 | 25.8 | 17.0 | 19.9 | 18.5 | 23.3 | 19.9 | 19.0 | 23.8 | 29.5 | 22.5 | 15.2 | 15.5 | 17.2 | 23.3 | 15.6 | 14.5 | 20.6 | 12.9 | 16.0 | 32.3 | 21.1 | 24.5 |
Treynor Ratio | NA | 0.19 | 0.08 | 0.07 | 0.12 | 0.03 | NA | NA | 0.04 | 0.06 | 0.06 | 0.2 | 0.17 | 0.19 | -0.34 | 0.13 | 0.51 | -0.29 | -0.11 | -0.35 | -0.13 | -0.22 | 0.37 | 0.76 | -0.56 | 0.33 | 0.31 | 0.42 | 0.07 | 0.59 | 0.32 | 0.16 | -0.11 | 0.26 | -0.07 | -0.42 | -0.04 | -0.08 | -0.08 | 0.92 | -0.22 | 0.01 | -0.25 | 0.25 | -0.19 | 0.33 | 0.45 | -0.02 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.2 | 3.5 | 3.5 | 4.1 | 1.9 | 2.9 | 7.2 | N/A | 3.5 | 3.4 | 3.7 | 2.3 | 2.8 | 2.0 | 0.0 | 2.5 | 1.6 | 0.0 | 0.1 | 5.0 | 5.9 | 6.0 | 2.4 | 10.5 | 16.1 | 12.5 | 4.9 | 6.0 | 8.5 | 5.7 | 5.2 | 2.4 | 1.5 | 1.3 | 1.1 | 2.3 | 1.4 | 2.2 | 2.9 | 2.0 | 2.8 | 2.7 | 3.7 | 2.4 | 15.5 | 3.3 | 1.0 |
Dividend Growth(%) | N/A | -92.5 | 13.5 | 132.0 | 194.3 | -87.7 | -61.3 | N/A | N/A | 5.3 | 5.6 | 89.5 | -5.0 | -9.1 | N/A | -100.0 | 6.7 | N/A | -100.0 | -99.0 | -36.1 | 22.5 | 330.0 | -91.5 | -20.9 | 47.4 | 277.5 | -20.0 | 7.5 | 89.8 | 25.6 | 95.0 | 100.0 | 11.1 | -30.8 | -53.6 | 64.7 | -45.2 | 47.6 | 16.7 | -28.0 | -21.9 | -5.9 | 30.8 | -82.3 | 600.0 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/1987
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