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VHCOX: VANGUARD CAPITAL OPPORTUNITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 80.74 0.53(0.65%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (91%) |
Start Date: | 09/05/1995 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 7.50% |
Expenses | 0.43% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/06/1995 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.0 | 25.0 | 4.8 | 11.8 | 12.2 | 14.6 | 11.0 | 12.2 | 25.5 | -17.6 | 20.8 | 22.7 | 27.2 | -3.8 | 24.3 | 10.6 | 2.7 | 18.9 | 42.7 | 18.4 | -6.2 | 11.1 | 48.9 | -38.7 | 10.3 | 16.8 | 8.3 | 21.6 | 49.5 | -27.9 | -9.6 | 17.9 | 97.8 | 32.0 | -7.9 | 13.4 | -2.6 |
Sharpe Ratio | NA | 0.26 | 1.22 | 0.12 | 0.44 | 0.57 | NA | NA | 0.49 | 1.56 | -0.73 | 1.31 | 0.65 | 1.68 | -0.26 | 2.35 | 0.62 | 0.16 | 1.3 | 3.4 | 1.28 | -0.24 | 0.55 | 1.82 | -1.01 | 0.43 | 0.94 | 0.48 | 1.28 | 2.46 | -1.04 | -0.46 | 0.5 | 5.22 | 1.28 | -0.45 | 0.38 | -0.4 |
Draw Down(%) | NA | 6.5 | 9.5 | 27.6 | 33.8 | 33.8 | NA | NA | 54.7 | 9.5 | 25.6 | 7.7 | 33.8 | 9.6 | 22.1 | 4.1 | 15.6 | 14.2 | 10.6 | 5.6 | 11.1 | 24.8 | 19.3 | 20.7 | 51.2 | 10.4 | 14.4 | 9.6 | 13.7 | 14.1 | 42.2 | 34.7 | 21.9 | 8.2 | 26.2 | 22.2 | 22.2 | 14.2 |
Standard Deviation(%) | NA | 12.1 | 12.6 | 18.9 | 22.5 | 19.4 | NA | NA | 21.7 | 13.8 | 26.2 | 15.9 | 34.5 | 15.4 | 19.8 | 10.2 | 16.7 | 16.4 | 14.5 | 12.5 | 14.5 | 25.9 | 20.0 | 26.9 | 39.2 | 17.1 | 14.5 | 12.8 | 16.2 | 19.8 | 28.0 | 26.5 | 27.5 | 18.1 | 22.5 | 25.2 | 26.0 | 28.2 |
Treynor Ratio | NA | 0.06 | 0.25 | 0.03 | 0.13 | 0.14 | NA | NA | 0.13 | 0.34 | -0.28 | 0.33 | 0.25 | 0.38 | -0.06 | 0.24 | 0.1 | 0.03 | 0.19 | 0.44 | 0.2 | -0.06 | 0.11 | 0.47 | -0.39 | 0.07 | 0.13 | 0.06 | 0.2 | 0.52 | -0.35 | -0.18 | 0.21 | 1.55 | 0.39 | -0.12 | 0.1 | -0.15 |
Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.02 | -0.01 | 0.05 | 0.04 | -0.08 | -0.01 | -0.02 | -0.02 | 0.04 | -0.02 | 0.02 | 0.02 | 0.01 | -0.02 | 0.0 | 0.04 | 0.0 | 0.0 | 0.06 | -0.01 | 0.05 | 0.07 | 0.01 | 0.06 | 0.12 | 0.23 | 0.03 | -0.1 | 0.0 | -0.09 |
Beta | NA | 0.56 | 0.61 | 0.66 | 0.74 | 0.78 | NA | NA | 0.83 | 0.63 | 0.68 | 0.63 | 0.89 | 0.67 | 0.91 | 0.98 | 1.05 | 0.96 | 1.0 | 0.98 | 0.92 | 0.95 | 1.01 | 1.05 | 1.03 | 0.99 | 1.04 | 0.96 | 1.03 | 0.93 | 0.82 | 0.67 | 0.65 | 0.61 | 0.74 | 0.96 | 0.99 | 0.78 |
RSquared | NA | 0.76 | 0.73 | 0.85 | 0.82 | 0.82 | NA | NA | 0.76 | 0.75 | 0.91 | 0.73 | 0.85 | 0.63 | 0.92 | 0.7 | 0.86 | 0.89 | 0.89 | 0.88 | 0.86 | 0.95 | 0.94 | 0.92 | 0.95 | 0.91 | 0.87 | 0.78 | 0.85 | 0.82 | 0.87 | 0.79 | 0.67 | 0.51 | 0.62 | 0.59 | 0.3 | 0.14 |
Yield(%) | N/A | 0.0 | 2.7 | 6.3 | 8.4 | 9.2 | 14.4 | 10.1 | N/A | 2.9 | 6.9 | 11.5 | 10.1 | 7.7 | 10.2 | 0.8 | 6.0 | 5.1 | 4.7 | 5.1 | 4.4 | 4.9 | 0.4 | 0.5 | 6.0 | 10.0 | 5.8 | 0.9 | 0.6 | 0.1 | 0.0 | 0.3 | 8.6 | 5.0 | 9.0 | 0.4 | 0.1 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | -69.1 | -10.2 | 81.6 | 229.2 | N/A | N/A | N/A | -69.1 | -33.1 | 25.1 | 59.8 | -36.7 | 1437.8 | -85.2 | 11.8 | 24.8 | 25.3 | 31.8 | -19.0 | 1258.3 | 20.0 | -95.4 | -40.4 | 89.6 | 589.3 | 100.0 | 1300.0 | 0.0 | -85.7 | -96.6 | 235.5 | -31.9 | 2175.0 | 300.0 | -66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/06/1995
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