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VGHCX: Vanguard Health Care Inv (MUTUAL FUND)
Basic Info 211.33 1.53(0.73%) February 07
Asset Class: | Health |
MyPlanIQ Rating: | (97%) |
Start Date: | 09/01/1987 |
Last Dividend Date: | 12/28/2022 |
12-Mo. Yield | 8.73% |
Expenses | 0.35% |
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Performance Analytics (As of 02/03/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -0.6 | -0.8 | 11.3 | 11.1 | 11.8 | 13.6 | 11.9 | 14.2 | 2.5 | 22.1 | 12.6 | 22.9 | 0.0 | 15.5 | -9.0 | 12.7 | 28.5 | 43.2 | 15.1 | 11.5 | 6.2 | 21.0 | -18.5 | 4.4 | 10.9 | 15.4 | 9.5 | 26.6 | -11.4 | -6.9 | 60.6 | 7.0 | 40.8 | 28.6 | 21.4 | 45.2 | 9.5 | 12.1 | -1.9 | 46.3 | 16.8 | 33.0 | 28.4 | -2.8 | 16.1 | 25.0 |
SR | NA | -1.08 | 0.48 | 0.57 | 0.54 | 0.79 | NA | 0.84 | 0.06 | 1.67 | 0.44 | 1.6 | -0.08 | 1.5 | -0.57 | 0.75 | 2.2 | 4.12 | 1.53 | 0.63 | 0.47 | 1.14 | -0.68 | 0.13 | 0.83 | 1.54 | 0.85 | 1.85 | -0.62 | -0.61 | 2.93 | 0.25 | 2.37 | 1.91 | 1.9 | 5.77 | 0.67 | 0.81 | -0.36 | 3.18 | 0.81 | 2.65 | 1.56 | -0.23 | 0.92 | 2.09 |
DD(%) | NA | 2.3 | 16.8 | 27.2 | 27.2 | 27.2 | NA | 37.1 | 16.8 | 8.9 | 27.2 | 9.9 | 17.0 | 6.1 | 14.7 | 14.5 | 8.0 | 3.9 | 6.2 | 14.6 | 11.7 | 20.1 | 34.8 | 7.5 | 5.8 | 5.5 | 8.3 | 11.3 | 24.9 | 18.3 | 5.8 | 10.5 | 14.7 | 7.8 | 5.8 | 2.9 | 12.0 | 14.2 | 14.0 | 6.3 | 15.5 | 6.8 | 8.3 | 35.9 | 11.5 | 10.9 |
SD(%) | NA | 10.9 | 20.1 | 21.3 | 18.9 | 16.5 | NA | 15.5 | 20.4 | 13.2 | 27.8 | 13.4 | 15.8 | 9.9 | 16.1 | 16.8 | 12.9 | 10.5 | 9.9 | 18.1 | 12.8 | 18.4 | 28.6 | 10.9 | 9.2 | 8.6 | 10.1 | 14.0 | 20.0 | 15.3 | 19.2 | 15.0 | 15.8 | 13.0 | 9.3 | 7.2 | 9.9 | 12.4 | 11.6 | 13.3 | 14.2 | 10.3 | 15.1 | 30.0 | 12.9 | 12.4 |
TR | NA | -0.12 | 0.1 | 0.12 | 0.1 | 0.13 | NA | 0.13 | 0.01 | 0.22 | 0.12 | 0.21 | -0.01 | 0.15 | -0.09 | 0.13 | 0.29 | 0.43 | 0.15 | 0.11 | 0.06 | 0.21 | -0.19 | 0.01 | 0.08 | 0.13 | 0.09 | 0.26 | -0.12 | -0.09 | 0.56 | 0.04 | 0.37 | 0.25 | 0.18 | 0.41 | 0.07 | 0.1 | -0.04 | 0.42 | 0.11 | 0.27 | 0.24 | -0.07 | 0.12 | 0.26 |
Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 |
Beta(%) | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/1987
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