Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VHCOX (VANGUARD CAPITAL OPPORTUNITY FUND INVESTOR SHARES) | 5.01% | -0.87% | 7.96% | 6.57% | 7.83% | 11.38% | 9.43% | 11.27% |
Data as of 06/26/2025, AR inception is 09/05/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHCOX (VANGUARD CAPITAL OPPORTUNITY FUND INVESTOR SHARES) | 09/05/1995 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.95 | -0.87 | 7.96 | 6.57 | 7.83 | 11.38 | 9.43 | 11.27 | 5.01 | 6.30 | 23.50 | -23.97 | 9.46 | 12.98 | 27.20 | -3.76 | 24.34 | 10.60 | 2.68 | 18.89 | 42.68 | 18.41 | -6.16 | 11.06 | 48.91 | -38.73 | 10.32 | 16.78 | 8.27 | 21.65 | 49.55 | -27.90 | -9.64 | 17.92 | 97.77 | 31.98 | -7.93 | 13.41 | -2.57 |
| Sharpe Ratio | NA | -0.27 | 0.30 | 0.16 | 0.29 | NA | NA | 0.42 | 0.05 | -0.02 | 1.41 | -0.92 | 0.48 | 0.35 | 1.68 | -0.26 | 2.35 | 0.62 | 0.16 | 1.30 | 3.40 | 1.28 | -0.24 | 0.55 | 1.82 | -1.01 | 0.43 | 0.94 | 0.48 | 1.28 | 2.46 | -1.04 | -0.46 | 0.50 | 5.22 | 1.28 | -0.45 | 0.38 | -0.40 |
| Standard Deviation(%) | NA | 24.08 | 20.04 | 21.23 | 21.14 | NA | NA | 22.01 | 26.99 | 17.50 | 13.82 | 27.78 | 19.53 | 35.84 | 15.38 | 19.81 | 10.15 | 16.67 | 16.40 | 14.47 | 12.53 | 14.51 | 25.93 | 19.96 | 26.88 | 39.23 | 17.06 | 14.50 | 12.83 | 16.16 | 19.83 | 28.01 | 26.51 | 27.50 | 18.12 | 22.45 | 25.17 | 25.95 | 28.24 |
| Draw Down(%) | NA | 25.24 | 25.24 | 34.62 | 34.62 | NA | NA | 54.71 | 21.41 | 12.36 | 9.47 | 25.82 | 16.40 | 33.78 | 9.56 | 22.12 | 4.13 | 15.64 | 14.22 | 10.59 | 5.60 | 11.06 | 24.77 | 19.26 | 20.74 | 51.16 | 10.38 | 14.43 | 9.59 | 13.65 | 14.13 | 42.24 | 34.65 | 21.90 | 8.20 | 26.24 | 22.24 | 22.21 | 14.19 |
| Yield(%) | 0.00 | 0.65 | 0.77 | 0.70 | 3.55 | 6.37 | 5.76 | 13.24 | 0.00 | 0.74 | 0.86 | 0.60 | 0.39 | 0.48 | 7.65 | 10.23 | 0.83 | 6.04 | 5.16 | 4.76 | 5.05 | 4.39 | 4.85 | 0.40 | 0.46 | 5.98 | 9.98 | 5.74 | 0.94 | 0.55 | 0.07 | 0.05 | 0.28 | 8.64 | 5.00 | 9.02 | 0.41 | 0.07 | 0.30 |
Data as of 06/26/2025, AR inception is 09/05/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHCOX (VANGUARD CAPITAL OPPORTUNITY FUND INVESTOR SHARES) |
-17.00%
Mar 2000 - Mar 2003 |
-3.05%
Feb 2004 - Feb 2009 |
1.29%
Aug 2000 - Aug 2010 |
6.71%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHCOX (VANGUARD CAPITAL OPPORTUNITY FUND INVESTOR SHARES) |
51.85%
Apr 1997 - Apr 2000 |
29.64%
Jan 1996 - Jan 2001 |
18.32%
Oct 1997 - Oct 2007 |
14.48%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart