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VCVLX: VANGUARD CAPITAL VALUE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/26/2001 |
Last Dividend Date: | 07/22/2020 |
12-Mo. Yield | 2.23% |
Expenses | 0.29% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/26/2001 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.0 | 4.5 | 5.2 | 9.1 | 5.9 | 5.8 | -9.3 | 32.9 | -13.9 | 13.0 | 11.8 | -9.8 | 5.2 | 43.9 | 22.3 | -14.0 | 20.2 | 81.5 | -48.8 | -7.6 | 18.9 | 4.2 | 15.4 | 41.7 | -28.8 | 0.8 |
Sharpe Ratio | NA | -0.01 | 0.1 | 0.12 | 0.39 | NA | 0.2 | -0.34 | 2.28 | -0.98 | 1.55 | 0.6 | -0.52 | 0.35 | 3.02 | 1.24 | -0.44 | 0.87 | 1.84 | -0.93 | -0.66 | 1.31 | 0.2 | 1.18 | 2.39 | -1.13 | 5.88 |
Draw Down(%) | NA | 37.2 | 37.2 | 37.2 | 37.2 | NA | 70.6 | 37.2 | 8.6 | 22.8 | 4.4 | 18.6 | 24.2 | 15.3 | 5.5 | 17.0 | 33.1 | 20.3 | 33.3 | 63.3 | 20.4 | 11.7 | 8.2 | 9.1 | 14.8 | 40.3 | 0.9 |
Standard Deviation(%) | NA | 37.1 | 24.1 | 21.9 | 21.1 | NA | 24.7 | 47.9 | 13.8 | 15.5 | 8.0 | 19.2 | 18.9 | 14.9 | 14.5 | 18.1 | 32.2 | 23.1 | 44.2 | 53.6 | 16.3 | 12.0 | 10.3 | 12.2 | 17.2 | 26.4 | 15.6 |
Treynor Ratio | NA | 0.0 | 0.02 | 0.03 | 0.07 | NA | 0.04 | -0.16 | 0.31 | -0.18 | 0.12 | 0.09 | -0.09 | 0.04 | 0.37 | 0.17 | -0.1 | 0.16 | 0.52 | -0.4 | -0.11 | 0.15 | 0.02 | 0.14 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.02 | NA | -0.01 | -0.08 | 0.0 | -0.04 | -0.03 | -0.01 | -0.04 | -0.04 | 0.01 | 0.0 | -0.06 | 0.0 | 0.1 | -0.02 | -0.06 | 0.01 | -0.01 | 0.02 | NA | NA | NA |
Beta | NA | 1.05 | 1.01 | 1.05 | 1.14 | NA | 1.21 | 1.05 | 1.03 | 0.85 | 1.06 | 1.34 | 1.1 | 1.18 | 1.2 | 1.33 | 1.33 | 1.25 | 1.55 | 1.25 | 0.98 | 1.08 | 0.93 | 1.06 | NA | NA | NA |
RSquared | NA | 0.92 | 0.9 | 0.88 | 0.88 | NA | 0.81 | 0.93 | 0.86 | 0.88 | 0.78 | 0.85 | 0.81 | 0.83 | 0.84 | 0.89 | 0.96 | 0.97 | 0.92 | 0.91 | 0.9 | 0.84 | 0.85 | 0.85 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 3.4 | 2.6 | 3.6 | 6.5 | 5.3 | N/A | 1.1 | 2.6 | 2.2 | 2.1 | 1.9 | 8.9 | 11.7 | 13.0 | 2.1 | 2.1 | 0.8 | 0.6 | 0.8 | 12.2 | 10.1 | 4.9 | 1.3 | 0.8 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 50.0 | -67.0 | -34.6 | N/A | N/A | N/A | -44.8 | -3.3 | 15.4 | 30.0 | -83.2 | -28.7 | 12.8 | 640.0 | -16.7 | 200.0 | 166.7 | -62.5 | -94.9 | 30.0 | 110.5 | 338.5 | 116.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2001
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