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VHGEX: VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 35.65 0.69(1.97%) May 02
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 09/01/1995 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 4.44% |
| Expenses | 0.42% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/01/1995 |
2024 | 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(%) | 3.2 | 0.3 | 8.0 | 6.0 | 7.5 | 6.2 | 7.8 | 6.7 | 8.1 | 13.4 | 23.5 | -29.5 | 2.6 | 19.7 | 28.7 | -9.2 | 27.8 | 6.6 | -0.3 | 4.3 | 27.7 | 19.5 | -8.9 | 16.0 | 33.0 | -46.6 | 11.5 | 23.6 | 11.8 | 20.1 | 45.6 | -4.6 | -3.7 | -0.2 | 26.0 | 9.4 | 6.9 | 15.6 | 4.1 |
| Sharpe Ratio | NA | -0.07 | 0.09 | 0.08 | 0.25 | 0.24 | NA | NA | 0.36 | 0.5 | 1.26 | -1.11 | 0.15 | 0.62 | 2.3 | -0.69 | 3.96 | 0.43 | -0.02 | 0.4 | 2.45 | 1.43 | -0.37 | 0.85 | 1.21 | -1.16 | 0.46 | 1.58 | 1.03 | 1.78 | 3.73 | -0.35 | -0.4 | -0.4 | 2.42 | 0.4 | 0.34 | 1.98 | 1.45 |
| Draw Down(%) | NA | 19.2 | 19.2 | 19.2 | 39.2 | 39.2 | NA | NA | 63.7 | 8.3 | 15.0 | 30.7 | 15.8 | 33.2 | 6.5 | 19.7 | 2.1 | 12.5 | 13.5 | 10.1 | 8.0 | 13.0 | 24.7 | 15.4 | 28.3 | 57.4 | 13.8 | 14.2 | 7.3 | 11.6 | 11.5 | 27.6 | 21.7 | 9.8 | 6.4 | 23.0 | 10.1 | 6.5 | 3.1 |
| Standard Deviation(%) | NA | 27.6 | 19.4 | 20.4 | 19.8 | 18.8 | NA | NA | 17.7 | 13.5 | 15.4 | 27.8 | 17.3 | 31.5 | 11.9 | 15.2 | 6.9 | 14.8 | 14.5 | 10.8 | 11.3 | 13.8 | 24.2 | 18.9 | 27.2 | 41.0 | 18.6 | 12.9 | 9.3 | 10.7 | 12.0 | 16.2 | 15.6 | 10.6 | 9.4 | 15.0 | 10.0 | 6.1 | 6.6 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.01 | 0.04 | 0.04 | NA | NA | 0.07 | 0.07 | 0.17 | -0.26 | 0.02 | 0.19 | 0.25 | -0.1 | 0.32 | 0.08 | 0.0 | 0.05 | 0.32 | 0.24 | -0.1 | 0.18 | 0.36 | -0.51 | 0.09 | 0.24 | 0.12 | 0.26 | 0.63 | -0.09 | -0.09 | -0.09 | 0.41 | 0.09 | 0.06 | 0.18 | 0.0 |
| Alpha | NA | -0.13 | -0.01 | -0.01 | -0.01 | 0.01 | NA | NA | 0.01 | 0.04 | 0.02 | -0.05 | -0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.01 | 0.01 | 0.03 | 0.05 | 0.02 | 0.02 | 0.02 | 0.0 | -0.04 | -0.01 | 0.0 | 0.0 | 0.02 | 0.05 | 0.02 | 0.04 | 0.02 | 0.03 | -0.01 | 0.02 | 0.05 | NA |
| Beta | NA | 1.21 | 1.07 | 1.15 | 1.12 | 1.05 | NA | NA | 0.89 | 0.95 | 1.14 | 1.21 | 1.04 | 1.01 | 1.08 | 1.06 | 0.85 | 0.84 | 0.9 | 0.93 | 0.88 | 0.83 | 0.91 | 0.87 | 0.92 | 0.92 | 0.97 | 0.86 | 0.82 | 0.74 | 0.72 | 0.67 | 0.68 | 0.5 | 0.56 | 0.67 | 0.6 | 0.65 | NA |
| RSquared | NA | 0.79 | 0.75 | 0.77 | 0.76 | 0.83 | NA | NA | 0.85 | 0.73 | 0.81 | 0.79 | 0.59 | 0.88 | 0.9 | 0.89 | 0.78 | 0.91 | 0.9 | 0.85 | 0.9 | 0.93 | 0.97 | 0.96 | 0.97 | 0.97 | 0.95 | 0.9 | 0.83 | 0.82 | 0.77 | 0.79 | 0.68 | 0.55 | 0.58 | 0.83 | 0.74 | 0.39 | 0.0 |
| Yield(%) | N/A | 0.0 | 4.4 | 2.4 | 2.2 | 3.3 | 4.0 | 4.2 | N/A | 4.7 | 1.4 | 1.1 | 0.9 | 0.8 | 7.5 | 7.0 | 1.6 | 1.6 | 1.7 | 1.6 | 1.9 | 2.1 | 2.0 | 2.0 | 2.9 | 2.4 | 8.0 | 6.0 | 3.8 | 3.1 | 2.5 | 2.0 | 4.5 | 10.1 | 8.5 | 8.4 | 5.7 | 3.1 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 302.5 | -10.0 | -45.4 | 30.1 | N/A | N/A | N/A | 302.5 | -15.4 | 24.5 | 39.8 | -87.1 | -11.1 | 449.2 | 7.9 | -7.7 | 8.0 | 4.7 | 4.7 | -5.5 | 13.1 | -10.1 | -37.9 | -68.7 | 53.8 | 76.3 | 40.6 | 73.3 | 19.4 | -58.6 | -60.8 | 40.2 | 1.0 | 50.7 | 103.0 | 371.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/1995
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See WORLD STOCK Asset Class Trend Rankings |
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