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VCHSX: HEALTH SCIENCES FUND HEALTH SCIENCES FUND (MUTUAL FUND)
Basic Info
Asset Class: | Health |
MyPlanIQ Rating: | (61%) |
Start Date: | 12/26/2000 |
Last Dividend Date: | 03/10/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.05% |
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Performance Analytics (As of 01/07/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/01/2006 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -82.5 | -33.5 | -17.8 | 0.0 | 2.4 | 2.6 | 1.8 | 0.0 | -81.9 | 29.6 | 28.8 | 1.0 | 27.7 | -10.5 | 12.7 | 31.6 | 51.0 | 31.7 | 10.5 | 15.8 | 31.5 | -29.6 | 16.8 | -4.6 | 8.4 | 10.2 | 37.0 | -27.6 | -8.2 | 2.6 |
Sharpe Ratio | NA | -0.64 | -0.44 | -0.3 | -0.01 | NA | NA | 0.03 | NA | -0.58 | 0.92 | 1.64 | -0.02 | 2.3 | -0.54 | 0.63 | 1.7 | 3.45 | 2.11 | 0.4 | 0.83 | 1.42 | -0.86 | 0.81 | -0.43 | 0.41 | 0.51 | 1.96 | -1.06 | -0.38 | 39.18 |
Draw Down(%) | NA | 83.2 | 83.2 | 83.2 | 83.2 | NA | NA | 83.2 | NA | 83.2 | 28.9 | 11.3 | 21.7 | 5.7 | 18.9 | 18.8 | 14.1 | 5.9 | 10.2 | 23.4 | 15.5 | 20.5 | 43.8 | 7.7 | 14.1 | 10.9 | 20.0 | 8.1 | 34.7 | 31.8 | 0.5 |
Standard Deviation(%) | NA | 129.2 | 77.4 | 61.0 | 44.9 | NA | NA | 35.2 | NA | 160.8 | 31.9 | 16.7 | 20.4 | 11.8 | 19.7 | 20.0 | 18.5 | 14.8 | 15.2 | 26.3 | 18.8 | 22.1 | 35.5 | 17.1 | 18.6 | 14.9 | 18.0 | 18.6 | 27.0 | 28.3 | 18.7 |
Treynor Ratio | NA | -2.77 | -0.34 | -0.18 | 0.0 | NA | NA | 0.01 | NA | -1.24 | 0.26 | 0.24 | 0.0 | 0.28 | -0.09 | 0.11 | 0.24 | 0.41 | 0.24 | 0.08 | 0.11 | 0.28 | -0.26 | 0.13 | -0.06 | 0.05 | 0.06 | 0.31 | -0.23 | -0.07 | 6.6 |
Alpha | NA | -0.47 | -0.14 | -0.08 | -0.03 | NA | NA | -0.02 | NA | -0.74 | 0.05 | 0.01 | 0.01 | 0.04 | 0.0 | 0.0 | -0.02 | -0.01 | 0.04 | -0.01 | 0.03 | 0.03 | -0.04 | 0.05 | -0.06 | -0.04 | -0.01 | 0.02 | -0.06 | 0.02 | 0.13 |
Beta | NA | 0.3 | 0.99 | 1.02 | 1.1 | NA | NA | 1.18 | NA | 0.75 | 1.11 | 1.15 | 1.2 | 0.97 | 1.17 | 1.14 | 1.32 | 1.24 | 1.33 | 1.38 | 1.37 | 1.12 | 1.18 | 1.07 | 1.29 | 1.36 | 1.44 | 1.16 | 1.22 | 1.56 | 1.11 |
RSquared | NA | 0.0 | 0.14 | 0.18 | 0.29 | NA | NA | 0.46 | NA | 0.01 | 0.94 | 0.86 | 0.85 | 0.66 | 0.92 | 0.92 | 0.84 | 0.77 | 0.76 | 0.9 | 0.87 | 0.87 | 0.9 | 0.46 | 0.44 | 0.61 | 0.65 | 0.77 | 0.83 | 0.71 | 0.96 |
Yield(%) | N/A | 8.1 | 9.5 | 10.6 | 16.9 | 14.0 | 12.2 | N/A | 0.0 | 8.5 | 6.9 | 9.4 | 11.7 | 12.2 | 12.9 | 13.8 | 3.6 | 0.0 | 7.6 | 7.3 | 0.0 | 0.0 | 8.0 | 10.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | 46.5 | -30.0 | 27.7 | N/A | N/A | N/A | N/A | -100.0 | 46.5 | -12.2 | -30.4 | 9.2 | -25.9 | -11.1 | 394.5 | N/A | -100.0 | 7.7 | N/A | N/A | -100.0 | -13.6 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2006
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See Health Asset Class Trend Rankings |
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