Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) | 0.31% | 8.04% | 6.04% | 7.47% | 6.22% | 7.77% | 6.72% | 8.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) | 09/01/1995 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 09/01/1995.
AR inception is since 09/01/1995.
| 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 (%) | 3.24 | 8.04 | 6.04 | 7.47 | 6.22 | 7.77 | 6.72 | 8.30 | 0.31 | 13.41 | 23.52 | -29.46 | 2.62 | 19.72 | 28.73 | -9.15 | 27.80 | 6.57 | -0.26 | 4.31 | 27.65 | 19.51 | -8.90 | 16.04 | 32.97 | -46.64 | 11.48 | 23.59 | 11.77 | 20.09 | 45.63 | -4.60 | -3.73 | -0.17 | 25.95 | 9.39 | 6.91 | 15.59 | 4.13 |
| Sharpe Ratio | NA | 0.09 | 0.08 | 0.25 | 0.24 | NA | NA | 0.36 | -0.07 | 0.50 | 1.26 | -1.11 | 0.15 | 0.62 | 2.30 | -0.69 | 3.96 | 0.43 | -0.02 | 0.40 | 2.45 | 1.43 | -0.37 | 0.85 | 1.21 | -1.16 | 0.46 | 1.58 | 1.03 | 1.78 | 3.73 | -0.35 | -0.40 | -0.40 | 2.42 | 0.40 | 0.34 | 1.98 | 1.45 |
| Standard Deviation(%) | NA | 19.37 | 20.35 | 19.79 | 18.80 | NA | NA | 17.75 | 27.62 | 13.53 | 15.41 | 27.78 | 17.28 | 31.48 | 11.88 | 15.23 | 6.89 | 14.77 | 14.52 | 10.82 | 11.27 | 13.76 | 24.24 | 18.86 | 27.23 | 41.03 | 18.57 | 12.92 | 9.34 | 10.73 | 12.05 | 16.17 | 15.56 | 10.63 | 9.41 | 15.02 | 10.04 | 6.07 | 6.63 |
| Draw Down(%) | NA | 19.21 | 19.21 | 39.21 | 39.21 | NA | NA | 63.67 | 19.21 | 8.30 | 15.00 | 30.72 | 15.84 | 33.23 | 6.46 | 19.69 | 2.08 | 12.48 | 13.47 | 10.07 | 8.00 | 12.99 | 24.67 | 15.41 | 28.30 | 57.36 | 13.82 | 14.17 | 7.33 | 11.61 | 11.55 | 27.60 | 21.72 | 9.78 | 6.36 | 22.97 | 10.05 | 6.52 | 3.09 |
| Yield(%) | 0.00 | 4.38 | 2.42 | 2.17 | 3.25 | 4.04 | 4.20 | 7.03 | 0.00 | 4.67 | 1.39 | 1.15 | 0.95 | 0.79 | 7.52 | 7.00 | 1.62 | 1.61 | 1.68 | 1.62 | 1.88 | 2.10 | 2.01 | 2.00 | 2.89 | 2.44 | 7.97 | 5.97 | 3.76 | 3.08 | 2.50 | 2.01 | 4.46 | 10.08 | 8.45 | 8.42 | 5.69 | 3.12 | 0.69 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) |
-17.73%
Feb 2006 - Feb 2009 |
-5.66%
Feb 2004 - Feb 2009 |
2.94%
Feb 1999 - Feb 2009 |
3.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) |
30.08%
Mar 2003 - Mar 2006 |
25.12%
Sep 2002 - Sep 2007 |
14.46%
Feb 2009 - Feb 2019 |
11.35%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart