Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VHCAX (VANGUARD CAPITAL OPPORTUNITY FUND ADMIRAL SHARES) | 5.05% | 6.37% | 14.21% | 14.34% | 12.15% | 14.36% | 11.65% | 11.55% |
Data as of 06/26/2025, AR inception is 11/14/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHCAX (VANGUARD CAPITAL OPPORTUNITY FUND ADMIRAL SHARES) | 11/14/2001 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.96 | 6.37 | 14.21 | 14.34 | 12.15 | 14.36 | 11.65 | 11.55 | 5.05 | 14.07 | 25.63 | -17.56 | 20.92 | 22.83 | 27.30 | -3.71 | 29.23 | 10.68 | 2.75 | 18.96 | 42.79 | 18.47 | -6.09 | 11.12 | 49.03 | -38.64 | 10.39 | 16.88 | 8.35 | 21.39 | 49.69 | -28.00 | 5.80 |
| Sharpe Ratio | NA | 0.14 | 0.59 | 0.64 | 0.53 | NA | NA | 0.48 | 0.29 | 0.72 | 1.61 | -0.73 | 1.32 | 0.65 | 1.68 | -0.26 | 2.97 | 0.63 | 0.17 | 1.31 | 3.41 | 1.28 | -0.24 | 0.55 | 1.82 | -1.01 | 0.43 | 0.93 | 0.48 | 1.26 | 2.46 | -1.04 | 2.77 |
| Standard Deviation(%) | NA | 22.12 | 18.34 | 19.28 | 20.19 | NA | NA | 20.83 | 26.69 | 14.55 | 13.81 | 26.24 | 15.87 | 34.73 | 15.39 | 19.81 | 9.66 | 16.67 | 16.40 | 14.46 | 12.52 | 14.48 | 25.93 | 19.96 | 26.89 | 39.23 | 17.08 | 14.50 | 12.82 | 16.16 | 19.87 | 28.01 | 20.52 |
| Draw Down(%) | NA | 21.41 | 21.41 | 27.55 | 33.78 | NA | NA | 54.27 | 21.41 | 12.35 | 9.46 | 25.54 | 7.70 | 33.78 | 9.55 | 22.10 | 4.12 | 15.64 | 14.18 | 10.58 | 5.60 | 11.04 | 24.74 | 19.25 | 20.72 | 51.14 | 10.38 | 14.42 | 9.57 | 13.63 | 14.11 | 42.26 | 3.92 |
| Yield(%) | 0.00 | 7.73 | 6.94 | 9.45 | 9.13 | 13.79 | 10.92 | 12.91 | 0.00 | 8.76 | 2.95 | 7.00 | 11.64 | 10.23 | 7.74 | 10.33 | 5.57 | 6.14 | 5.24 | 4.86 | 5.15 | 4.48 | 4.93 | 0.46 | 0.56 | 6.07 | 10.07 | 5.84 | 1.01 | 0.28 | 0.18 | 0.00 | 0.00 |
Data as of 06/26/2025, AR inception is 11/14/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHCAX (VANGUARD CAPITAL OPPORTUNITY FUND ADMIRAL SHARES) |
-12.43%
Feb 2006 - Feb 2009 |
-3.03%
Feb 2004 - Feb 2009 |
5.73%
Dec 2001 - Dec 2011 |
9.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHCAX (VANGUARD CAPITAL OPPORTUNITY FUND ADMIRAL SHARES) |
30.48%
Mar 2003 - Mar 2006 |
25.75%
Feb 2009 - Feb 2014 |
18.97%
Sep 2011 - Sep 2021 |
16.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart